Tempus Wealth Planning’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 | $348K | Sell |
3,513
-317
| -8% | -$31.4K | 0.09% | 193 |
|
|
2025
Q1 | $379K | Buy |
3,830
+110
| +3% | +$10.9K | 0.11% | 179 |
|
|
2024
Q4 | $360K | Sell |
3,720
-325
| -8% | -$31.5K | 0.11% | 172 |
|
|
2024
Q3 | $410K | Sell |
4,045
-72
| -2% | -$7.29K | 0.15% | 142 |
|
|
2024
Q2 | $400K | Sell |
4,117
-279
| -6% | -$27.1K | 0.17% | 128 |
|
|
2024
Q1 | $431K | Sell |
4,396
-91
| -2% | -$8.91K | 0.19% | 125 |
|
|
2023
Q4 | $445K | Sell |
4,487
-409
| -8% | -$40.6K | 0.2% | 108 |
|
|
2023
Q3 | $460K | Sell |
4,896
-208
| -4% | -$19.6K | 0.23% | 92 |
|
|
2023
Q2 | $500K | Buy |
5,104
+51
| +1% | +$5K | 0.23% | 105 |
|
|
2023
Q1 | $503K | Sell |
5,053
-34
| -0.7% | -$3.39K | 0.25% | 96 |
|
|
2022
Q4 | $493K | Buy |
5,087
+111
| +2% | +$10.8K | 0.3% | 96 |
|
|
2022
Q3 | $479K | Buy |
4,976
+555
| +13% | +$53.4K | 0.32% | 85 |
|
|
2022
Q2 | $450K | Buy |
4,421
+621
| +16% | +$63.2K | 0.37% | 77 |
|
|
2022
Q1 | $407K | Buy |
3,800
+35
| +0.9% | +$3.75K | 0.29% | 89 |
|
|
2021
Q4 | $430K | Buy |
3,765
+229
| +6% | +$26.2K | 0.23% | 104 |
|
|
2021
Q3 | $406K | Sell |
3,536
-20
| -0.6% | -$2.3K | 0.23% | 107 |
|
|
2021
Q2 | $410K | Buy |
+3,556
| New | +$410K | 0.27% | 105 |
|