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Wealthcare Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthcare Capital Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.53M Buy
45,792
+29,572
+182% +$2.93M 0.43% 18
2026
Q1 		$1.61M Sell
16,220
-17
-0.1% -$1.7K 0.16% 32
2025
Q4 		$1.62M Buy
16,237
+1,683
+12% +$169K 0.16% 29
2025
Q3 		$1.46M Sell
14,554
-837
-5% -$83K 0.15% 28
2025
Q2 		$1.53M Sell
15,391
-1,352
-8% -$132K 0.16% 24
2025
Q1 		$1.66M Sell
16,743
-7,948
-32% -$777K 0.17% 26
2024
Q4 		$2.39M Buy
24,691
+839
+4% +$82.6K 0.24% 22
2024
Q3 		$2.42M Buy
23,852
+1,780
+8% +$178K 0.24% 21
2024
Q2 		$2.14M Sell
22,072
-4,244
-16% -$410K 0.23% 21
2024
Q1 		$2.58M Sell
26,316
-6,206
-19% -$607K 0.29% 17
2023
Q4 		$3.23M Sell
32,522
-5,658
-15% -$538K 0.37% 16
2023
Q3 		$3.59M Buy
38,180
+6,494
+20% +$625K 0.44% 12
2023
Q2 		$3.1M Buy
31,686
+12,811
+68% +$1.27M 0.36% 12
2023
Q1 		$1.88M Sell
18,875
-3,082
-14% -$305K 0.23% 15
2022
Q4 		$2.13M Buy
21,957
+56
+0.3% +$5.42K 0.27% 16
2022
Q3 		$2.11M Sell
21,901
-1,141
-5% -$115K 0.27% 14
2022
Q2 		$2.34M Sell
23,042
-70,282
-75% -$7.22M 0.26% 13
2022
Q1 		$9.99M Sell
93,324
-4,754
-5% -$523K 0.97% 8
2021
Q4 		$11.2M Sell
98,078
-813
-0.8% -$93K 1.03% 7
2021
Q3 		$11.4M Sell
98,891
-1,077,102
-92% -$125M 1.1% 7
2021
Q2 		$136M Buy
1,175,993
+144,427
+14% +$16.5M 13.04% 3
2021
Q1 		$117M Buy
1,031,566
+88,423
+9% +$10.2M 11.79% 3
2020
Q4 		$111M Buy
943,143
+74,019
+9% +$8.72M 11.61% 3
2020
Q3 		$103M Buy
869,124
+24,807
+3% +$2.94M 11.67% 3
2020
Q2 		$99.8M Buy
844,317
+489,976
+138% +$57.4M 12.15% 3
2020
Q1 		$40.9M Buy
354,341
+330,370
+1,378% +$37.7M 5.5% 5
2019
Q4 		$2.69M Sell
23,971
-2
-0% -$225 0.32% 13
2019
Q3 		$2.71M Buy
23,973
+7,375
+44% +$829K 0.33% 14
2019
Q2 		$1.85M Sell
16,598
-1,622
-9% -$177K 0.26% 17
2019
Q1 		$1.99M Buy
18,220
+3,382
+23% +$363K 0.28% 14
2018
Q4 		$1.58M Sell
14,838
-468
-3% -$49.1K 0.24% 17
2018
Q3 		$1.61M Buy
15,306
+437
+3% +$46.4K 0.19% 12
2018
Q2 		$1.58M Buy
14,869
+642
+5% +$68.1K 0.18% 12
2018
Q1 		$1.53M Buy
14,227
+789
+6% +$84.7K 0.17% 12
2017
Q4 		$1.47M Sell
13,438
-1,147
-8% -$125K 0.17% 12
2017
Q3 		$1.6M Buy
14,585
+1,264
+9% +$139K 0.18% 11
2017
Q2 		$1.46M Buy
13,321
+660
+5% +$72.1K 0.17% 13
2017
Q1 		$1.37M Buy
12,661
+623
+5% +$67.4K 0.15% 14
2016
Q4 		$1.3M Buy
12,038
+4,540
+61% +$497K 0.15% 13
2016
Q3 		$843K Buy
7,498
+168
+2% +$18.9K 0.09% 18
2016
Q2 		$825K Sell
7,330
-568
-7% -$63.1K 0.09% 18
2016
Q1 		$875K Buy
7,898
+139
+2% +$15.2K 0.1% 16
2015
Q4 		$838K Sell
7,759
-1,890
-20% -$206K 0.1% 19
2015
Q3 		$1.06M Buy
9,649
+5,074
+111% +$553K 0.13% 13
2015
Q2 		$498K Sell
4,575
-1,583
-26% -$174K 0.06% 23
2015
Q1 		$686K Buy
6,158
+4,624
+301% +$514K 0.08% 37
2014
Q4 		$169K Hold
1,534
– – 0.02% 44
2014
Q3 		$167K Buy
1,534
+524
+52% +$57.2K 0.02% 45
2014
Q2 		$110K Hold
1,010
– – 0.02% 56
2014
Q1 		$109K Buy
+1,010
New +$109K 0.02% 55

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