WBH 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
Q2 | $4.34M | Sell |
43,764
-118
| -0.3% | -$11.7K | 0.37% | 56 |
|
|
2025
Q1 | $4.34M | Buy |
43,882
+213
| +0.5% | +$21.1K | 0.41% | 55 |
|
|
2024
Q4 | $4.23M | Buy |
43,669
+29,233
| +203% | +$2.83M | 0.39% | 56 |
|
|
2024
Q3 | $1.46M | Sell |
14,436
-444
| -3% | -$45K | 0.14% | 117 |
|
|
2024
Q2 | $1.44M | Sell |
14,880
-481
| -3% | -$46.7K | 0.15% | 115 |
|
|
2024
Q1 | $1.5M | Buy |
15,361
+212
| +1% | +$20.8K | 0.15% | 114 |
|
|
2023
Q4 | $1.5M | Sell |
15,149
-34,391
| -69% | -$3.41M | 0.17% | 112 |
|
|
2023
Q3 | $4.66M | Sell |
49,540
-9,551
| -16% | -$898K | 0.57% | 46 |
|
|
2023
Q2 | $5.79M | Buy |
59,091
+501
| +0.9% | +$49.1K | 0.69% | 42 |
|
|
2023
Q1 | $5.84M | Buy |
+58,590
| New | +$5.84M | 0.73% | 41 |
|
|
2022
Q3 | $1.71M | Buy |
17,703
+10,301
| +139% | +$993K | 0.25% | 89 |
|
|
2022
Q2 | $753K | Sell |
7,402
-7,781
| -51% | -$792K | 0.1% | 164 |
|
|
2022
Q1 | $1.57M | Buy |
+15,183
| New | +$1.57M | 0.19% | 108 |
|
|
2021
Q4 | – | Sell |
-2,186
| Closed | -$251K | – | 308 |
|
|
2021
Q3 | $251K | Buy |
+2,186
| New | +$251K | 0.03% | 265 |
|