Total Clarity Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $568K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $189K | Sell |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $531K | Sell |
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|
2020
Q4 | $581K | Sell |
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|
2020
Q3 | $650K | Buy |
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|
2020
Q2 | $429K | Buy |
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|
2020
Q1 | $333K | Sell |
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|
2019
Q4 | $334K | Buy |
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