Wealthfront Advisers’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 | – | Sell |
-2,231
| Closed | -$221K | – | 964 |
|
|
2025
Q1 | $221K | Buy |
2,231
+60
| +3% | +$5.94K | ﹤0.01% | 896 |
|
|
2024
Q4 | $210K | Sell |
2,171
-179
| -8% | -$17.3K | ﹤0.01% | 885 |
|
|
2024
Q3 | $238K | Buy |
+2,350
| New | +$238K | ﹤0.01% | 857 |
|
|
2024
Q2 | – | Sell |
-3,166
| Closed | -$310K | – | 872 |
|
|
2024
Q1 | $310K | Sell |
3,166
-510
| -14% | -$49.9K | ﹤0.01% | 800 |
|
|
2023
Q4 | $365K | Buy |
3,676
+432
| +13% | +$42.9K | ﹤0.01% | 763 |
|
|
2023
Q3 | $305K | Sell |
3,244
-3,018
| -48% | -$284K | ﹤0.01% | 760 |
|
|
2023
Q2 | $613K | Buy |
+6,262
| New | +$613K | ﹤0.01% | 647 |
|