Wayfinding Financial’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 | $8.19M | Buy |
82,555
+18,684
| +29% | +$1.85M | 3.66% | 6 |
|
|
2025
Q1 | $6.32M | Buy |
63,871
+8,648
| +16% | +$855K | 2.77% | 7 |
|
|
2024
Q4 | $5.35M | Buy |
55,223
+6,019
| +12% | +$583K | 2.86% | 7 |
|
|
2024
Q3 | $4.98M | Buy |
49,204
+1,676
| +4% | +$170K | 3.71% | 7 |
|
|
2024
Q2 | $4.61M | Buy |
47,528
+5,784
| +14% | +$561K | 2.6% | 8 |
|
|
2024
Q1 | $4.02M | Buy |
41,744
+1,675
| +4% | +$161K | 2.35% | 11 |
|
|
2023
Q4 | $3.98M | Buy |
40,069
+23,240
| +138% | +$2.31M | 2.71% | 8 |
|
|
2023
Q3 | $1.57M | Sell |
16,829
-653
| -4% | -$61K | 1.19% | 19 |
|
|
2023
Q2 | $1.71M | Sell |
17,482
-4,871
| -22% | -$475K | 1.18% | 19 |
|
|
2023
Q1 | $2.23M | Buy |
+22,353
| New | +$2.23M | 1.69% | 13 |
|