Wagner Wealth Management (South Carolina)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-305
| Closed | -$30.3K | – | 250 |
|
|
2025
Q2 | $30.3K | Hold |
305
| – | – | 0.01% | 179 |
|
|
2025
Q1 | $30.2K | Hold |
305
| – | – | 0.01% | 168 |
|
|
2024
Q4 | $29.6K | Sell |
305
-1
| -0.3% | -$98 | 0.01% | 164 |
|
|
2024
Q3 | $31K | Buy |
306
+305
| +30,500% | +$30.4K | 0.01% | 159 |
|
|
2024
Q2 | $97 | Buy |
+1
| New | +$97 | ﹤0.01% | 258 |
|
|
2024
Q1 | – | Sell |
-105
| Closed | -$10.4K | – | 249 |
|
|
2023
Q4 | $10.4K | Hold |
105
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $9.87K | Sell |
105
-2
| -2% | -$193 | ﹤0.01% | 171 |
|
|
2023
Q2 | $10.5K | Buy |
107
+5
| +5% | +$494 | ﹤0.01% | 178 |
|
|
2023
Q1 | $10.2K | Hold |
102
| – | – | ﹤0.01% | 177 |
|
|
2022
Q4 | $9.89K | Hold |
102
| – | – | 0.01% | 186 |
|
|
2022
Q3 | $10K | Sell |
102
-214
| -68% | -$21.6K | 0.01% | 419 |
|
|
2022
Q2 | $32K | Sell |
316
-112
| -26% | -$11.5K | 0.03% | 255 |
|
|
2022
Q1 | $46K | Buy |
428
+214
| +100% | +$23.6K | 0.03% | 157 |
|
|
2021
Q4 | $24K | Hold |
214
| – | – | 0.02% | 367 |
|
|
2021
Q3 | $25K | Sell |
214
-45
| -17% | -$5.22K | 0.02% | 342 |
|
|
2021
Q2 | $30K | Hold |
259
| – | – | 0.02% | 331 |
|
|
2021
Q1 | $29K | Hold |
259
| – | – | 0.02% | 303 |
|
|
2020
Q4 | $31K | Buy |
+259
| New | +$30.5K | 0.03% | 153 |
|
|
2018
Q3 | $137K | Hold |
1,296
| – | – | 0.09% | 160 |
|
|
2018
Q2 | $138K | Buy |
1,296
+296
| +30% | +$31.4K | 0.1% | 147 |
|
|
2018
Q1 | $107K | Hold |
1,000
| – | – | 0.08% | 164 |
|
|
2017
Q4 | $109K | Buy |
+1,000
| New | +$109K | 0.08% | 167 |
|
Other funds holding AGG
