Tandem Wealth Advisors’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 | $37.1M | Sell |
374,285
-21,433
| -5% | -$2.13M | 18.36% | 1 |
|
|
2025
Q1 | $39.1M | Buy |
395,718
+1,174
| +0.3% | +$116K | 20.47% | 1 |
|
|
2024
Q4 | $38.2M | Buy |
394,544
+29,609
| +8% | +$2.87M | 19.51% | 1 |
|
|
2024
Q3 | $37M | Buy |
364,935
+3,135
| +0.9% | +$317K | 18.73% | 1 |
|
|
2024
Q2 | $35.1M | Buy |
361,800
+8,430
| +2% | +$818K | 18.82% | 1 |
|
|
2024
Q1 | $34.4M | Buy |
353,370
+8,978
| +3% | +$875K | 18.93% | 1 |
|
|
2023
Q4 | $34.2M | Buy |
344,392
+18,683
| +6% | +$1.85M | 19.71% | 1 |
|
|
2023
Q3 | $30.6M | Buy |
325,709
+13,853
| +4% | +$1.3M | 18.71% | 1 |
|
|
2023
Q2 | $30.5M | Buy |
311,856
+149
| +0% | +$14.6K | 18.47% | 1 |
|
|
2023
Q1 | $31.1M | Buy |
311,707
+58
| +0% | +$5.78K | 19.33% | 1 |
|
|
2022
Q4 | $30.2M | Buy |
+311,649
| New | +$30.2M | 19.2% | 1 |
|