Woodmont Investment Counsel’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 | $201K | Hold |
2,026
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $200K | Buy |
+2,026
| New | +$200K | 0.01% | 265 |
|
|
2016
Q4 | – | Sell |
-1,113
| Closed | -$125K | – | 194 |
|
|
2016
Q3 | $125K | Buy |
+1,113
| New | +$125K | 0.04% | 194 |
|
|
2016
Q2 | – | Sell |
-1,113
| Closed | -$123K | – | 191 |
|
|
2016
Q1 | $123K | Hold |
1,113
| – | – | 0.04% | 193 |
|
|
2015
Q4 | $120K | Hold |
1,113
| – | – | 0.04% | 205 |
|
|
2015
Q3 | $122K | Hold |
1,113
| – | – | 0.04% | 201 |
|
|
2015
Q2 | $121K | Buy |
+1,113
| New | +$121K | 0.04% | 202 |
|