WealthPlan Investment Management’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 | $444K | Sell |
4,473
-188
| -4% | -$18.7K | 0.03% | 247 |
|
|
2025
Q1 | $461K | Sell |
4,661
-102
| -2% | -$10.1K | 0.05% | 180 |
|
|
2024
Q4 | $462K | Buy |
+4,763
| New | +$462K | 0.05% | 178 |
|
|
2023
Q1 | – | Sell |
-8,171
| Closed | -$807K | – | 443 |
|
|
2022
Q4 | $807K | Sell |
8,171
-447
| -5% | -$44.1K | 0.06% | 194 |
|
|
2022
Q3 | $859K | Buy |
+8,618
| New | +$859K | 0.06% | 178 |
|
|
2022
Q1 | $968K | Buy |
+9,409
| New | +$968K | 0.07% | 175 |
|