Taylor & Morgan Wealth Management’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
Q1 | – | Sell |
-2,179
| Closed | -$211K | – | 67 |
|
|
2024
Q4 | $211K | Buy |
2,179
+25
| +1% | +$2.42K | 0.15% | 67 |
|
|
2024
Q3 | $218K | Sell |
2,154
-61
| -3% | -$6.18K | 0.15% | 67 |
|
|
2024
Q2 | $215K | Buy |
2,215
+19
| +0.9% | +$1.84K | 0.15% | 60 |
|
|
2024
Q1 | $215K | Sell |
2,196
-38
| -2% | -$3.72K | 0.16% | 63 |
|
|
2023
Q4 | $222K | Buy |
2,234
+23
| +1% | +$2.28K | 0.18% | 58 |
|
|
2023
Q3 | $208K | Sell |
2,211
-15
| -0.7% | -$1.41K | 0.19% | 53 |
|
|
2023
Q2 | $218K | Buy |
2,226
+16
| +0.7% | +$1.57K | 0.18% | 55 |
|
|
2023
Q1 | $220K | Buy |
2,210
+5
| +0.2% | +$498 | 0.19% | 59 |
|
|
2022
Q4 | $214K | Sell |
2,205
-617
| -22% | -$59.8K | 0.2% | 58 |
|
|
2022
Q3 | $272K | Buy |
2,822
+237
| +9% | +$22.8K | 0.27% | 53 |
|
|
2022
Q2 | $263K | Sell |
2,585
-2,860
| -53% | -$291K | 0.25% | 56 |
|
|
2022
Q1 | $583K | Sell |
5,445
-2,145
| -28% | -$230K | 0.48% | 42 |
|
|
2021
Q4 | $866K | Buy |
+7,590
| New | +$866K | 0.7% | 34 |
|