Valley Wealth Managers’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 | $155K | Buy |
1,558
+239
| +18% | +$23.7K | 0.01% | 177 |
|
|
2025
Q1 | $130K | Hold |
1,319
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $128K | Sell |
1,319
-382
| -22% | -$37K | 0.01% | 185 |
|
|
2024
Q3 | $172K | Sell |
1,701
-205
| -11% | -$20.8K | 0.01% | 183 |
|
|
2024
Q2 | $185K | Sell |
1,906
-30,715
| -94% | -$2.98M | 0.01% | 189 |
|
|
2024
Q1 | $3.19M | Sell |
32,621
-7,825
| -19% | -$766K | 0.24% | 102 |
|
|
2023
Q4 | $4.01M | Sell |
40,446
-26,305
| -39% | -$2.61M | 0.31% | 87 |
|
|
2023
Q3 | $6.28M | Buy |
66,751
+66,399
| +18,863% | +$6.24M | 0.52% | 53 |
|
|
2023
Q2 | $34.5K | Sell |
352
-358
| -50% | -$35.1K | ﹤0.01% | 222 |
|
|
2023
Q1 | $70.7K | Buy |
710
+410
| +137% | +$40.9K | 0.01% | 202 |
|
|
2022
Q4 | $29.1K | Hold |
300
| – | – | ﹤0.01% | 257 |
|
|
2022
Q3 | $29K | Hold |
300
| – | – | ﹤0.01% | 267 |
|
|
2022
Q2 | $31K | Buy |
+300
| New | +$31K | ﹤0.01% | 279 |
|