TW
TritonPoint Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Sell |
38,010
-140
| -0.4% | -$13.9K | 0.35% | 76 |
|
|
2025
Q1 | $3.77M | Sell |
38,150
-7,700
| -17% | -$762K | 0.36% | 74 |
|
|
2024
Q4 | $4.44M | Buy |
45,850
+520
| +1% | +$50.4K | 0.4% | 66 |
|
|
2024
Q3 | $4.6M | Sell |
45,330
-3,929
| -8% | -$399K | 0.42% | 68 |
|
|
2024
Q2 | $4.78M | Buy |
49,259
+2,292
| +5% | +$222K | 0.46% | 58 |
|
|
2024
Q1 | $621K | Buy |
46,967
+40,708
| +650% | +$538K | 0.06% | 181 |
|
|
2023
Q4 | $621K | Buy |
+6,259
| New | +$621K | 0.06% | 190 |
|