Transform Wealth’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
Q1 | $31.5M | Buy |
318,010
+41,223
| +15% | +$4.08M | 1.91% | 6 |
|
|
2024
Q4 | $26.8M | Buy |
276,787
+24,052
| +10% | +$2.33M | 1.49% | 11 |
|
|
2024
Q3 | $25.6M | Buy |
252,735
+7,801
| +3% | +$790K | 1.7% | 8 |
|
|
2024
Q2 | $23.8M | Buy |
244,934
+8,572
| +4% | +$832K | 1.78% | 11 |
|
|
2024
Q1 | $23.1M | Buy |
236,362
+15,959
| +7% | +$1.56M | 2.2% | 8 |
|
|
2023
Q4 | $21.9M | Buy |
220,403
+7,312
| +3% | +$726K | 2.13% | 6 |
|
|
2023
Q3 | $20M | Buy |
213,091
+9,793
| +5% | +$921K | 2.11% | 7 |
|
|
2023
Q2 | $19.9M | Sell |
203,298
-4,290
| -2% | -$420K | 1.79% | 9 |
|
|
2023
Q1 | $20.7M | Buy |
207,588
+46,699
| +29% | +$4.65M | 1.95% | 8 |
|
|
2022
Q4 | $15.6M | Buy |
160,889
+74,003
| +85% | +$7.18M | 1.75% | 11 |
|
|
2022
Q3 | $8.37M | Buy |
+86,886
| New | +$8.37M | 1.09% | 28 |
|