Wick Capital Partners’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 | $202K | Buy |
11,983
+9,947
| +489% | +$168K | 0.05% | 107 |
|
|
2025
Q1 | $201K | Buy |
+2,036
| New | +$201K | 0.06% | 100 |
|
|
2024
Q3 | – | Sell |
-2,529
| Closed | -$245K | – | 82 |
|
|
2024
Q2 | $245K | Buy |
+2,529
| New | +$245K | 0.09% | 67 |
|
|
2022
Q2 | – | Sell |
-2,125
| Closed | -$228K | – | 50 |
|
|
2022
Q1 | $228K | Buy |
+2,125
| New | +$228K | 0.15% | 48 |
|