Simplicity Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.27M | Buy |
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|
2025
Q4 | $3.42M | Buy |
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|
2025
Q3 | $3.27M | Sell |
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|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $6.41M | Buy |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $5.05M | Buy |
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|
2024
Q2 | $836K | Buy |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $305K | Buy |
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