Twin Peaks Wealth 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 | $395K | Sell |
3,993
-329
| -8% | -$32.6K | 0.13% | 108 |
|
|
2025
Q1 | $423K | Buy |
+4,322
| New | +$423K | 0.19% | 96 |
|
|
2024
Q3 | – | Sell |
-7,913
| Closed | -$768K | – | 133 |
|
|
2024
Q2 | $768K | Sell |
7,913
-3,847
| -33% | -$373K | 0.38% | 53 |
|
|
2024
Q1 | $1.15M | Buy |
11,760
+4,321
| +58% | +$423K | 0.64% | 39 |
|
|
2023
Q4 | $738K | Buy |
+7,439
| New | +$738K | 0.47% | 44 |
|