Total Clarity 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 | $241K | Buy |
2,433
+258
| +12% | +$25.6K | 0.07% | 239 |
|
|
2025
Q1 | $211K | Hold |
2,175
| – | – | 0.07% | 243 |
|
|
2024
Q4 | $211K | Sell |
2,175
-67
| -3% | -$6.49K | 0.07% | 243 |
|
|
2024
Q3 | $227K | Buy |
2,242
+30
| +1% | +$3.04K | 0.07% | 227 |
|
|
2024
Q2 | $215K | Sell |
2,212
-3,881
| -64% | -$377K | 0.07% | 227 |
|
|
2024
Q1 | $597K | Buy |
6,093
+717
| +13% | +$70.2K | 0.21% | 130 |
|
|
2023
Q4 | $534K | Sell |
5,376
-661
| -11% | -$65.6K | 0.22% | 120 |
|
|
2023
Q3 | $568K | Buy |
+6,037
| New | +$568K | 0.27% | 100 |
|
|
2022
Q3 | – | Sell |
-1,858
| Closed | -$189K | – | 244 |
|
|
2022
Q2 | $189K | Sell |
1,858
-1,805
| -49% | -$184K | 0.1% | 212 |
|
|
2022
Q1 | $392K | Buy |
3,663
+1,411
| +63% | +$151K | 0.22% | 124 |
|
|
2021
Q4 | $257K | Sell |
2,252
-231
| -9% | -$26.4K | 0.12% | 180 |
|
|
2021
Q3 | $285K | Sell |
2,483
-1,269
| -34% | -$146K | 0.14% | 166 |
|
|
2021
Q2 | $433K | Sell |
3,752
-909
| -20% | -$105K | 0.24% | 114 |
|
|
2021
Q1 | $531K | Sell |
4,661
-253
| -5% | -$28.8K | 0.31% | 79 |
|
|
2020
Q4 | $581K | Sell |
4,914
-589
| -11% | -$69.6K | 0.4% | 70 |
|
|
2020
Q3 | $650K | Buy |
5,503
+1,876
| +52% | +$222K | 0.57% | 49 |
|
|
2020
Q2 | $429K | Buy |
3,627
+737
| +26% | +$87.2K | 0.39% | 67 |
|
|
2020
Q1 | $333K | Sell |
2,890
-86
| -3% | -$9.91K | 0.51% | 62 |
|
|
2019
Q4 | $334K | Buy |
+2,976
| New | +$334K | 0.25% | 85 |
|