Towneley Capital 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 | $281K | Sell |
2,837
-185
| -6% | -$18.4K | 0.06% | 29 |
|
|
2025
Q1 | $299K | Sell |
3,022
-309
| -9% | -$30.6K | 0.07% | 32 |
|
|
2024
Q4 | $323K | Sell |
3,331
-2,711
| -45% | -$263K | 0.08% | 37 |
|
|
2024
Q3 | $612K | Sell |
6,042
-1,418
| -19% | -$144K | 0.14% | 28 |
|
|
2024
Q2 | $724K | Sell |
7,460
-3,859
| -34% | -$375K | 0.17% | 28 |
|
|
2024
Q1 | $1.11M | Buy |
11,319
+39
| +0.3% | +$3.82K | 0.27% | 27 |
|
|
2023
Q4 | $1.12M | Buy |
+11,280
| New | +$1.12M | 0.29% | 25 |
|