TrueWealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $263K | Sell |
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2024
Q3 | $290K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $4.1M | Hold |
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|
2021
Q4 | $4.1M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $2.61M | Buy |
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