Wade Financial Advisory’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
Q1 | $305K | Sell |
3,084
-677
| -18% | -$67K | 0.1% | 63 |
|
|
2024
Q4 | $364K | Buy |
3,761
+27
| +0.7% | +$2.62K | 0.12% | 58 |
|
|
2024
Q3 | $378K | Sell |
3,734
-36
| -1% | -$3.65K | 0.13% | 60 |
|
|
2024
Q2 | $366K | Buy |
3,770
+15
| +0.4% | +$1.46K | 0.13% | 63 |
|
|
2024
Q1 | $368K | Sell |
3,755
-649
| -15% | -$63.6K | 0.13% | 61 |
|
|
2023
Q4 | $437K | Buy |
4,404
+31
| +0.7% | +$3.08K | 0.17% | 58 |
|
|
2023
Q3 | $411K | Buy |
+4,373
| New | +$411K | 0.18% | 57 |
|
|
2023
Q1 | – | Sell |
-3,934
| Closed | -$382K | – | 77 |
|
|
2022
Q4 | $382K | Sell |
3,934
-168
| -4% | -$16.3K | 0.17% | 60 |
|
|
2022
Q3 | $395K | Sell |
4,102
-116
| -3% | -$11.2K | 0.2% | 57 |
|
|
2022
Q2 | $429K | Buy |
4,218
+30
| +0.7% | +$3.05K | 0.2% | 56 |
|
|
2022
Q1 | $449K | Buy |
+4,188
| New | +$449K | 0.19% | 54 |
|