Total 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 | $920K | Sell |
9,275
-3,530
| -28% | -$350K | 0.12% | 59 |
|
|
2025
Q1 | $1.27M | Sell |
12,805
-135
| -1% | -$13.4K | 0.19% | 46 |
|
|
2024
Q4 | $1.25M | Buy |
12,940
+39
| +0.3% | +$3.78K | 0.2% | 49 |
|
|
2024
Q3 | $1.31M | Hold |
12,901
| – | – | 0.2% | 46 |
|
|
2024
Q2 | $1.27M | Sell |
12,901
-167
| -1% | -$16.4K | 0.21% | 46 |
|
|
2024
Q1 | $1.28M | Sell |
13,068
-494
| -4% | -$48.4K | 0.22% | 47 |
|
|
2023
Q4 | $1.35M | Sell |
13,562
-89
| -0.7% | -$8.83K | 0.24% | 47 |
|
|
2023
Q3 | $1.28M | Sell |
13,651
-80
| -0.6% | -$7.52K | 0.26% | 49 |
|
|
2023
Q2 | $1.34M | Hold |
13,731
| – | – | 0.28% | 48 |
|
|
2023
Q1 | $1.37M | Buy |
13,731
+1
| +0% | +$100 | 0.3% | 46 |
|
|
2022
Q4 | $1.33M | Buy |
13,730
+8,415
| +158% | +$816K | 0.33% | 47 |
|
|
2022
Q3 | $512K | Buy |
+5,315
| New | +$512K | 0.15% | 57 |
|
|
2022
Q2 | – | Sell |
-3,084
| Closed | -$330K | – | 84 |
|
|
2022
Q1 | $330K | Buy |
+3,084
| New | +$330K | 0.09% | 67 |
|