Wealthcare Capital Management’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
Q2 | $1.53M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $2.39M | Buy |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $3.59M | Buy |
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|
2023
Q2 | $3.1M | Buy |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $2.11M | Sell |
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|
2022
Q2 | $2.34M | Sell |
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|
2022
Q1 | $9.99M | Sell |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $136M | Buy |
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|
2021
Q1 | $117M | Buy |
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|
2020
Q4 | $111M | Buy |
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|
2020
Q3 | $103M | Buy |
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|
2020
Q2 | $99.8M | Buy |
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|
2020
Q1 | $40.9M | Buy |
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|
2019
Q4 | $2.69M | Sell |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.99M | Buy |
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|
2018
Q4 | $1.58M | Sell |
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|
2018
Q3 | $1.61M | Buy |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.53M | Buy |
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|
2017
Q4 | $1.47M | Sell |
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|
2017
Q3 | $1.6M | Buy |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $1.37M | Buy |
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|
2016
Q4 | $1.3M | Buy |
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|
2016
Q3 | $843K | Buy |
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|
2016
Q2 | $825K | Sell |
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|
2016
Q1 | $875K | Buy |
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|
2015
Q4 | $838K | Sell |
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|
2015
Q3 | $1.06M | Buy |
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|
2015
Q2 | $498K | Sell |
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|
2015
Q1 | $686K | Buy |
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|
2014
Q4 | $169K | Hold |
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|
2014
Q3 | $167K | Buy |
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|
2014
Q2 | $110K | Hold |
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|
2014
Q1 | $109K | Buy |
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