Willow Creek Wealth 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 | $335K | Hold |
3,378
| – | – | 0.03% | 127 |
|
|
2025
Q1 | $334K | Hold |
3,378
| – | – | 0.03% | 117 |
|
|
2024
Q4 | $327K | Hold |
3,378
| – | – | 0.03% | 123 |
|
|
2024
Q3 | $342K | Hold |
3,378
| – | – | 0.04% | 120 |
|
|
2024
Q2 | $328K | Hold |
3,378
| – | – | 0.04% | 112 |
|
|
2024
Q1 | $331K | Hold |
3,378
| – | – | 0.04% | 116 |
|
|
2023
Q4 | $335K | Hold |
3,378
| – | – | 0.04% | 106 |
|
|
2023
Q3 | $318K | Sell |
3,378
-13
| -0.4% | -$1.22K | 0.05% | 100 |
|
|
2023
Q2 | $332K | Buy |
3,391
+13
| +0.4% | +$1.27K | 0.05% | 107 |
|
|
2023
Q1 | $337K | Sell |
3,378
-306
| -8% | -$30.5K | 0.05% | 94 |
|
|
2022
Q4 | $357K | Buy |
+3,684
| New | +$357K | 0.06% | 87 |
|