West Michigan Advisors’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 | $1.96M | Sell |
19,753
-346
| -2% | -$34.3K | 0.55% | 44 |
|
|
2025
Q1 | $1.99M | Sell |
20,099
-778
| -4% | -$77K | 0.66% | 40 |
|
|
2024
Q4 | $2.02M | Sell |
20,877
-242
| -1% | -$23.5K | 0.61% | 42 |
|
|
2024
Q3 | $2.14M | Buy |
21,119
+535
| +3% | +$54.2K | 0.65% | 42 |
|
|
2024
Q2 | $2M | Buy |
20,584
+503
| +3% | +$48.8K | 0.64% | 40 |
|
|
2024
Q1 | $1.97M | Sell |
20,081
-7
| -0% | -$686 | 0.64% | 42 |
|
|
2023
Q4 | $1.99M | Sell |
20,088
-267
| -1% | -$26.5K | 0.76% | 35 |
|
|
2023
Q3 | $1.91M | Buy |
20,355
+1,148
| +6% | +$108K | 1.02% | 28 |
|
|
2023
Q2 | $1.88M | Buy |
19,207
+3,965
| +26% | +$388K | 0.75% | 36 |
|
|
2023
Q1 | $1.52M | Buy |
15,242
+3,237
| +27% | +$323K | 0.86% | 30 |
|
|
2022
Q4 | $1.16M | Sell |
12,005
-416
| -3% | -$40.3K | 0.85% | 27 |
|
|
2022
Q3 | $1.2M | Sell |
12,421
-78
| -0.6% | -$7.52K | 1.04% | 25 |
|
|
2022
Q2 | $1.27M | Sell |
12,499
-2,141
| -15% | -$218K | 1.09% | 25 |
|
|
2022
Q1 | $1.57M | Buy |
14,640
+292
| +2% | +$31.3K | 1.06% | 21 |
|
|
2021
Q4 | $1.64M | Buy |
+14,348
| New | +$1.64M | 1.22% | 15 |
|