Wealth Alliance Advisory Group’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 | $1.47M | Sell |
14,829
-183
| -1% | -$18.2K | 0.28% | 65 |
|
|
2025
Q1 | $1.48M | Buy |
15,012
+271
| +2% | +$26.8K | 0.31% | 62 |
|
|
2024
Q4 | $1.43M | Buy |
14,741
+2,928
| +25% | +$284K | 0.3% | 60 |
|
|
2024
Q3 | $1.2M | Buy |
11,813
+3,283
| +38% | +$332K | 0.25% | 67 |
|
|
2024
Q2 | $828K | Buy |
8,530
+5,832
| +216% | +$566K | 0.19% | 80 |
|
|
2024
Q1 | $264K | Buy |
+2,698
| New | +$264K | 0.06% | 154 |
|
|
2021
Q1 | – | Sell |
-1,942
| Closed | -$230K | – | 153 |
|
|
2020
Q4 | $230K | Sell |
1,942
-71
| -4% | -$8.41K | 0.12% | 130 |
|
|
2020
Q3 | $238K | Buy |
+2,013
| New | +$238K | 0.14% | 103 |
|
|
2019
Q1 | – | Sell |
-2,959
| Closed | -$315K | – | 128 |
|
|
2018
Q4 | $315K | Sell |
2,959
-123,873
| -98% | -$13.2M | 0.24% | 76 |
|
|
2018
Q3 | $13.4M | Buy |
126,832
+5,074
| +4% | +$535K | 6.85% | 1 |
|
|
2018
Q2 | $12.9M | Sell |
121,758
-537
| -0.4% | -$57.1K | 7.1% | 1 |
|
|
2018
Q1 | $13.1M | Buy |
122,295
+77,901
| +175% | +$8.35M | 7.64% | 1 |
|
|
2017
Q4 | $4.85M | Buy |
+44,394
| New | +$4.85M | 4.36% | 4 |
|