WealthTrust Axiom’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
$240K Hold
2,423
0.07% 216
2025
Q1
$240K Sell
2,423
-42
-2% -$4.16K 0.07% 213
2024
Q4
$239K Hold
2,465
0.07% 212
2024
Q3
$250K Buy
2,465
+209
+9% +$21.2K 0.07% 208
2024
Q2
$219K Hold
2,256
0.07% 214
2024
Q1
$221K Buy
+2,256
New +$221K 0.07% 218