AFT Forsyth & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $258K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $482K | Hold |
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|
2021
Q2 | $484K | Hold |
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|
2021
Q1 | $478K | Hold |
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|
2020
Q4 | $496K | Hold |
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|
2020
Q3 | $495K | Buy |
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|
2020
Q2 | $234K | Sell |
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|
2020
Q1 | $237K | Hold |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $227K | Hold |
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|
2018
Q4 | $221K | Sell |
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|
2018
Q3 | $222K | Sell |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $275K | Hold |
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|
2017
Q4 | $280K | Buy |
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|
2013
Q3 | $718K | Sell |
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|
2013
Q2 | $948K | Buy |
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