TPCW
TD Private Client Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Buy |
414,305
+13,320
| +3% | +$1.32M | 1.01% | 23 |
|
|
2025
Q1 | $39.7M | Buy |
400,985
+22,383
| +6% | +$2.21M | 1.09% | 19 |
|
|
2024
Q4 | $36.7M | Buy |
378,602
+123,239
| +48% | +$11.9M | 1.03% | 21 |
|
|
2024
Q3 | $25.9M | Buy |
255,363
+159,358
| +166% | +$16.1M | 0.74% | 28 |
|
|
2024
Q2 | $9.32M | Buy |
96,005
+14,146
| +17% | +$1.37M | 0.29% | 62 |
|
|
2024
Q1 | $8.02M | Sell |
81,859
-33,842
| -29% | -$3.31M | 0.26% | 66 |
|
|
2023
Q4 | $11.5M | Buy |
115,701
+55,149
| +91% | +$5.47M | 0.42% | 45 |
|
|
2023
Q3 | $5.69M | Buy |
60,552
+4,081
| +7% | +$384K | 0.25% | 79 |
|
|
2023
Q2 | $5.53M | Sell |
56,471
-11,664
| -17% | -$1.14M | 0.24% | 90 |
|
|
2023
Q1 | $6.79M | Sell |
68,135
-95,911
| -58% | -$9.56M | 0.3% | 68 |
|
|
2022
Q4 | $15.9M | Buy |
164,046
+100,989
| +160% | +$9.79M | 0.75% | 26 |
|
|
2022
Q3 | $6.07M | Sell |
63,057
-5,744
| -8% | -$553K | 0.31% | 66 |
|
|
2022
Q2 | $7M | Sell |
68,801
-44,263
| -39% | -$4.5M | 0.34% | 59 |
|
|
2022
Q1 | $12.1M | Sell |
113,064
-135,977
| -55% | -$14.6M | 0.52% | 34 |
|
|
2021
Q4 | $28.4M | Buy |
249,041
+170,420
| +217% | +$19.4M | 1.18% | 14 |
|
|
2021
Q3 | $9.03M | Sell |
78,621
-15,632
| -17% | -$1.8M | 0.39% | 53 |
|
|
2021
Q2 | $10.9M | Buy |
94,253
+13,578
| +17% | +$1.57M | 0.46% | 44 |
|
|
2021
Q1 | $9.18M | Sell |
80,675
-27,201
| -25% | -$3.1M | 0.43% | 47 |
|
|
2020
Q4 | $12.7M | Buy |
107,876
+54,059
| +100% | +$6.39M | 0.65% | 28 |
|
|
2020
Q3 | $6.35M | Buy |
53,817
+22,554
| +72% | +$2.66M | 0.36% | 64 |
|
|
2020
Q2 | $3.7M | Buy |
31,263
+27,984
| +853% | +$3.31M | 0.22% | 97 |
|
|
2020
Q1 | $378K | Sell |
3,279
-29,764
| -90% | -$3.43M | 0.03% | 363 |
|
|
2019
Q4 | $3.71M | Buy |
+33,043
| New | +$3.71M | 0.22% | 115 |
|