Simplicity Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
42,010
-22,826
| -35% | -$2.26M | 0.17% | 131 |
|
|
2025
Q1 | $6.41M | Buy |
64,836
+61,377
| +1,774% | +$6.07M | 0.5% | 38 |
|
|
2024
Q4 | $335K | Sell |
3,459
-46,386
| -93% | -$4.49M | 0.07% | 213 |
|
|
2024
Q3 | $5.05M | Buy |
49,845
+41,234
| +479% | +$4.18M | 0.47% | 50 |
|
|
2024
Q2 | $836K | Buy |
8,611
+3,100
| +56% | +$301K | 0.02% | 583 |
|
|
2024
Q1 | $540K | Buy |
5,511
+139
| +3% | +$13.6K | 0.01% | 705 |
|
|
2023
Q4 | $533K | Buy |
5,372
+2,129
| +66% | +$211K | 0.21% | 91 |
|
|
2023
Q3 | $305K | Buy |
+3,243
| New | +$305K | 0.18% | 65 |
|