True Link Financial Advisors’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 | – | Sell |
-30,000
| Closed | -$2.97M | – | 89 |
|
|
2025
Q1 | $2.97M | Buy |
+30,000
| New | +$2.97M | 0.22% | 20 |
|
|
2023
Q4 | – | Sell |
-4,400
| Closed | -$414K | – | 62 |
|
|
2023
Q3 | $414K | Hold |
4,400
| – | – | 0.05% | 79 |
|
|
2023
Q2 | $431K | Sell |
4,400
-589
| -12% | -$57.7K | 0.05% | 82 |
|
|
2023
Q1 | $497K | Sell |
4,989
-128
| -3% | -$12.8K | 0.06% | 80 |
|
|
2022
Q4 | $496K | Buy |
5,117
+128
| +3% | +$12.4K | 0.07% | 75 |
|
|
2022
Q3 | $481K | Hold |
4,989
| – | – | 0.07% | 86 |
|
|
2022
Q2 | $507K | Sell |
4,989
-426
| -8% | -$43.3K | 0.08% | 81 |
|
|
2022
Q1 | $580K | Sell |
5,415
-18,421
| -77% | -$1.97M | 0.08% | 79 |
|
|
2021
Q4 | $2.72M | Buy |
23,836
+3,974
| +20% | +$453K | 0.36% | 25 |
|
|
2021
Q3 | $2.28M | Buy |
19,862
+15,288
| +334% | +$1.76M | 0.31% | 32 |
|
|
2021
Q2 | $528K | Sell |
4,574
-1,364
| -23% | -$157K | 0.08% | 75 |
|
|
2021
Q1 | $676K | Sell |
5,938
-12,389
| -68% | -$1.41M | 0.1% | 88 |
|
|
2020
Q4 | $2.17M | Buy |
+18,327
| New | +$2.17M | 0.34% | 40 |
|