WealthShield Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthShield Partners’s Portfolio AGG Stock Details AGG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.87M	Buy	28,921 +985	+4%	+$97.7K	0.35%	82
2025 Q1	$2.76M	Buy	27,936 +1,004	+4%	+$99.3K	0.35%	83
2024 Q4	$2.61M	Buy	26,932 +1,210	+5%	+$117K	0.37%	79
2024 Q3	$2.6M	Buy	25,722 +480	+2%	+$48.6K	0.35%	82
2024 Q2	$2.45M	Sell	25,242 -4,796	-16%	-$466K	0.37%	80
2024 Q1	$2.94M	Buy	30,038 +4,511	+18%	+$442K	0.48%	56
2023 Q4	$2.53M	Sell	25,527 -8,525	-25%	-$846K	0.42%	66
2023 Q3	$3.2M	Sell	34,052 -14,959	-31%	-$1.41M	0.48%	51
2023 Q2	$4.8M	Buy	49,011 +13,014	+36%	+$1.27M	0.72%	33
2023 Q1	$3.59M	Buy	35,997 +1,615	+5%	+$161K	0.58%	41
2022 Q4	$3.33M	Buy	34,382 +2,613	+8%	+$253K	0.64%	34
2022 Q3	$3.06M	Buy	31,769 +14	+0%	+$1.35K	0.61%	37
2022 Q2	$3.23M	Sell	31,755 -6,649	-17%	-$676K	0.64%	34
2022 Q1	$4.11M	Sell	38,404 -300	-0.8%	-$32.1K	0.66%	37
2021 Q4	$4.42M	Buy	38,704 +4,977	+15%	+$568K	0.73%	38
2021 Q3	$3.87M	Sell	33,727 -23,526	-41%	-$2.7M	1.04%	28
2021 Q2	$6.6M	Buy	57,253 +37,443	+189%	+$4.32M	1.03%	29
2021 Q1	$2.26M	Sell	19,810 -83,648	-81%	-$9.52M	0.41%	64
2020 Q4	$12.2M	Buy	103,458 +52,242	+102%	+$6.17M	2.26%	6
2020 Q3	$6.05M	Sell	51,216 -1,828	-3%	-$216K	2.12%	6
2020 Q2	$6.27M	Sell	53,044 -2,090	-4%	-$247K	2.89%	4
2020 Q1	$6.36M	Sell	55,134 -7,556	-12%	-$872K	3.89%	3
2019 Q4	$7.05M	Sell	62,690 -2,139	-3%	-$240K	3.43%	5
2019 Q3	$7.34M	Buy	64,829 +1,962	+3%	+$222K	3.89%	4
2019 Q2	$7M	Buy	62,867 +20,430	+48%	+$2.27M	4.06%	4
2019 Q1	$4.63M	Sell	42,437 -5,266	-11%	-$574K	2.59%	7
2018 Q4	$5.08M	Sell	47,703 -23,904	-33%	-$2.55M	3.46%	6
2018 Q3	$7.56M	Sell	71,607 -2,617	-4%	-$276K	4.31%	2
2018 Q2	$7.89M	Buy	74,224 +36,791	+98%	+$3.91M	4.81%	2
2018 Q1	$4.02M	Buy	37,433 +14,625	+64%	+$1.57M	2.54%	8
2017 Q4	$2.49M	Buy	+22,808	New	+$2.49M	1.52%	19