Wealth Advisors of Tampa Bay’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 | $251K | Hold |
2,535
| – | – | 0.09% | 82 |
|
|
2025
Q1 | $251K | Buy |
2,535
+138
| +6% | +$13.7K | 0.1% | 82 |
|
|
2024
Q4 | $232K | Buy |
2,397
+112
| +5% | +$10.9K | 0.1% | 80 |
|
|
2024
Q3 | $231K | Hold |
2,285
| – | – | 0.1% | 81 |
|
|
2024
Q2 | $222K | Hold |
2,285
| – | – | 0.1% | 76 |
|
|
2024
Q1 | $224K | Hold |
2,285
| – | – | 0.11% | 75 |
|
|
2023
Q4 | $227K | Buy |
+2,285
| New | +$227K | 0.11% | 76 |
|