White Lighthouse 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 | $248K | Sell |
2,499
-47
| -2% | -$4.66K | 0.04% | 126 |
|
|
2025
Q1 | $252K | Hold |
2,546
| – | – | 0.05% | 123 |
|
|
2024
Q4 | $247K | Sell |
2,546
-664
| -21% | -$64.3K | 0.04% | 117 |
|
|
2024
Q3 | $325K | Buy |
3,210
+783
| +32% | +$79.3K | 0.06% | 109 |
|
|
2024
Q2 | $236K | Sell |
2,427
-2
| -0.1% | -$194 | 0.05% | 112 |
|
|
2024
Q1 | $238K | Sell |
2,429
-81
| -3% | -$7.93K | 0.05% | 113 |
|
|
2023
Q4 | $249K | Sell |
2,510
-638
| -20% | -$63.3K | 0.05% | 110 |
|
|
2023
Q3 | $296K | Buy |
+3,148
| New | +$296K | 0.07% | 101 |
|