Stone Summit 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 | – | Sell |
-3,188
| Closed | -$315K | – | 143 |
|
|
2025
Q1 | $315K | Hold |
3,188
| – | – | 0.11% | 117 |
|
|
2024
Q4 | $309K | Hold |
3,188
| – | – | 0.1% | 120 |
|
|
2024
Q3 | $323K | Sell |
3,188
-110
| -3% | -$11.1K | 0.1% | 119 |
|
|
2024
Q2 | $320K | Hold |
3,298
| – | – | 0.11% | 118 |
|
|
2024
Q1 | $323K | Sell |
3,298
-651
| -16% | -$63.8K | 0.11% | 121 |
|
|
2023
Q4 | $392K | Sell |
3,949
-1,838
| -32% | -$182K | 0.15% | 113 |
|
|
2023
Q3 | $544K | Buy |
5,787
+2,481
| +75% | +$233K | 0.23% | 91 |
|
|
2023
Q2 | $324K | Buy |
3,306
+881
| +36% | +$86.3K | 0.13% | 113 |
|
|
2023
Q1 | $242K | Sell |
2,425
-590
| -20% | -$58.8K | 0.11% | 125 |
|
|
2022
Q4 | $292K | Buy |
+3,015
| New | +$292K | 0.14% | 114 |
|