Thrive 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
Q2 | $3.02M | Buy |
+30,488
| New | +$3.02M | 0.49% | 29 |
|
|
2025
Q1 | – | Sell |
-6,644
| Closed | -$644K | – | 221 |
|
|
2024
Q4 | $644K | Buy |
+6,644
| New | +$644K | 0.12% | 97 |
|
|
2022
Q4 | – | Sell |
-7,923
| Closed | -$763K | – | 162 |
|
|
2022
Q3 | $763K | Buy |
+7,923
| New | +$763K | 0.27% | 46 |
|
|
2022
Q2 | – | Sell |
-6,401
| Closed | -$686K | – | 147 |
|
|
2022
Q1 | $686K | Buy |
+6,401
| New | +$686K | 0.2% | 56 |
|