Taylor & Morgan Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $215K | Buy |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $583K | Sell |
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|
2021
Q4 | $866K | Buy |
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