Tyler-Stone 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 | $1.21M | Sell |
12,232
-530
| -4% | -$52.6K | 0.2% | 101 |
|
|
2025
Q1 | $1.26M | Sell |
12,762
-390
| -3% | -$38.6K | 0.23% | 87 |
|
|
2024
Q4 | $1.27M | Sell |
13,152
-500
| -4% | -$48.5K | 0.23% | 80 |
|
|
2024
Q3 | $1.38M | Buy |
13,652
+6,815
| +100% | +$690K | 0.26% | 80 |
|
|
2024
Q2 | $664K | Buy |
6,837
+1,311
| +24% | +$127K | 0.27% | 75 |
|
|
2024
Q1 | $541K | Sell |
5,526
-355
| -6% | -$34.8K | 0.24% | 86 |
|
|
2023
Q4 | $584K | Buy |
5,881
+822
| +16% | +$81.6K | 0.29% | 71 |
|
|
2023
Q3 | $476K | Buy |
5,059
+773
| +18% | +$72.7K | 0.27% | 76 |
|
|
2023
Q2 | $420K | Buy |
+4,286
| New | +$420K | 0.24% | 87 |
|
|
2022
Q4 | $415K | Buy |
4,275
+1,418
| +50% | +$138K | 0.28% | 73 |
|
|
2022
Q3 | $275K | Buy |
2,857
+165
| +6% | +$15.9K | 0.21% | 106 |
|
|
2022
Q2 | $274K | Buy |
2,692
+5
| +0.2% | +$509 | 0.18% | 115 |
|
|
2022
Q1 | $288K | Sell |
2,687
-496
| -16% | -$53.2K | 0.16% | 132 |
|
|
2021
Q4 | $363K | Buy |
+3,183
| New | +$363K | 0.19% | 104 |
|