Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.8M | Buy |
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|
2024
Q2 | $15.1M | Buy |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2.8M | Buy |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $3.08M | Buy |
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|
2022
Q3 | $2.89M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $857K | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $959K | Buy |
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|
2021
Q1 | $880K | Buy |
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|
2020
Q4 | $908K | Sell |
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|
2020
Q3 | $2.32M | Sell |
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|
2020
Q2 | $3.62M | Buy |
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|
2020
Q1 | $3.99M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $1.8M | Buy |
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