SteelPeak 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 | $417K | Buy |
4,208
+198
| +5% | +$19.6K | 0.02% | 362 |
|
|
2025
Q1 | $397K | Sell |
4,010
-75,862
| -95% | -$7.5M | 0.02% | 362 |
|
|
2024
Q4 | $7.74M | Buy |
79,872
+67,190
| +530% | +$6.51M | 0.31% | 68 |
|
|
2024
Q3 | $1.28M | Sell |
12,682
-182
| -1% | -$18.4K | 0.06% | 198 |
|
|
2024
Q2 | $1.25M | Buy |
12,864
+662
| +5% | +$64.3K | 0.06% | 195 |
|
|
2024
Q1 | $1.2M | Sell |
12,202
-41,534
| -77% | -$4.07M | 0.06% | 197 |
|
|
2023
Q4 | $5.33M | Buy |
53,736
+40,262
| +299% | +$4M | 0.31% | 78 |
|
|
2023
Q3 | $1.27M | Buy |
13,474
+1,512
| +13% | +$142K | 0.08% | 168 |
|
|
2023
Q2 | $1.17M | Buy |
11,962
+148
| +1% | +$14.5K | 0.07% | 166 |
|
|
2023
Q1 | $1.18M | Sell |
11,814
-87,325
| -88% | -$8.7M | 0.08% | 157 |
|
|
2022
Q4 | $9.62M | Buy |
99,139
+85,323
| +618% | +$8.28M | 0.71% | 36 |
|
|
2022
Q3 | $1.33M | Sell |
13,816
-11
| -0.1% | -$1.06K | 0.1% | 143 |
|
|
2022
Q2 | $1.41M | Sell |
13,827
-2,353
| -15% | -$239K | 0.1% | 143 |
|
|
2022
Q1 | $1.73M | Sell |
16,180
-10,596
| -40% | -$1.13M | 0.1% | 124 |
|
|
2021
Q4 | $3.06M | Sell |
26,776
-1,981
| -7% | -$226K | 0.17% | 93 |
|
|
2021
Q3 | $3.3M | Sell |
28,757
-7,066
| -20% | -$811K | 0.22% | 82 |
|
|
2021
Q2 | $4.13M | Buy |
35,823
+1,404
| +4% | +$162K | 0.29% | 74 |
|
|
2021
Q1 | $3.92M | Sell |
34,419
-5,147
| -13% | -$586K | 0.31% | 72 |
|
|
2020
Q4 | $4.68M | Buy |
39,566
+2,805
| +8% | +$332K | 0.42% | 61 |
|
|
2020
Q3 | $4.34M | Buy |
36,761
+6,239
| +20% | +$737K | 0.47% | 57 |
|
|
2020
Q2 | $3.61M | Buy |
30,522
+28,229
| +1,231% | +$3.34M | 0.45% | 56 |
|
|
2020
Q1 | $265K | Sell |
2,293
-3,245
| -59% | -$375K | 0.04% | 181 |
|
|
2019
Q4 | $622K | Buy |
+5,538
| New | +$622K | 0.09% | 163 |
|