Tanglewood Legacy 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 | $13.2K | Sell |
133
-11
| -8% | -$1.09K | 0.01% | 236 |
|
|
2025
Q1 | $14.2K | Sell |
144
-33
| -19% | -$3.26K | 0.01% | 238 |
|
|
2024
Q4 | $17.1K | Buy |
177
+2
| +1% | +$194 | 0.01% | 232 |
|
|
2024
Q3 | $17.7K | Buy |
175
+1
| +0.6% | +$101 | 0.01% | 218 |
|
|
2024
Q2 | $16.9K | Sell |
174
-44
| -20% | -$4.26K | 0.01% | 219 |
|
|
2024
Q1 | $21.4K | Sell |
218
-695
| -76% | -$68.2K | 0.01% | 218 |
|
|
2023
Q4 | $90.6K | Sell |
913
-98
| -10% | -$9.72K | 0.05% | 122 |
|
|
2023
Q3 | $95.1K | Buy |
1,011
+1
| +0.1% | +$94 | 0.06% | 116 |
|
|
2023
Q2 | $98.9K | Buy |
1,010
+1
| +0.1% | +$98 | 0.06% | 118 |
|
|
2023
Q1 | $101K | Buy |
1,009
+1
| +0.1% | +$100 | 0.06% | 110 |
|
|
2022
Q4 | $97.8K | Buy |
+1,008
| New | +$97.8K | 0.07% | 93 |
|