Wetzel Investment 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 | $320K | Sell |
3,229
-13
| -0.4% | -$1.29K | 0.15% | 92 |
|
|
2025
Q1 | $321K | Sell |
3,242
-426
| -12% | -$42.1K | 0.16% | 90 |
|
|
2024
Q4 | $355K | Sell |
3,668
-553
| -13% | -$53.6K | 0.18% | 80 |
|
|
2024
Q3 | $427K | Sell |
4,221
-140,739
| -97% | -$14.3M | 0.21% | 74 |
|
|
2024
Q2 | $14.2M | Buy |
144,960
+63
| +0% | +$6.17K | 8.12% | 1 |
|
|
2024
Q1 | $13.8M | Buy |
144,897
+1,153
| +0.8% | +$110K | 8.13% | 1 |
|
|
2023
Q4 | $14.3M | Buy |
+143,744
| New | +$14.3M | 8.76% | 1 |
|