TSA Wealth 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 | $531K | Sell |
5,350
-380
| -7% | -$37.7K | 0.19% | 53 |
|
|
2025
Q1 | $567K | Sell |
5,730
-4,588
| -44% | -$454K | 0.23% | 46 |
|
|
2024
Q4 | $1,000K | Sell |
10,318
-5,503
| -35% | -$533K | 0.41% | 33 |
|
|
2024
Q3 | $1.6M | Buy |
15,821
+713
| +5% | +$72.2K | 0.65% | 26 |
|
|
2024
Q2 | $1.47M | Sell |
15,108
-3,654
| -19% | -$355K | 0.62% | 28 |
|
|
2024
Q1 | $1.84M | Buy |
18,762
+5,176
| +38% | +$507K | 0.8% | 25 |
|
|
2023
Q4 | $1.35M | Buy |
+13,586
| New | +$1.35M | 0.63% | 27 |
|