TFC Financial 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
Q2 | $192K | Buy |
+1,935
| New | +$192K | 0.03% | 130 |
|
|
2025
Q1 | – | Sell |
-4,350
| Closed | -$422K | – | 961 |
|
|
2024
Q4 | $422K | Buy |
+4,350
| New | +$422K | 0.07% | 75 |
|
|
2022
Q1 | – | Sell |
-253
| Closed | -$29K | – | 527 |
|
|
2021
Q4 | $29K | Buy |
+253
| New | +$29K | 0.01% | 243 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 567 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 555 |
|