ATFA
All Terrain Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Buy |
74,003
+3,057
| +4% | +$303K | 2.11% | 9 |
|
|
2025
Q1 | $7.02M | Buy |
70,946
+4,489
| +7% | +$444K | 2.21% | 8 |
|
|
2024
Q4 | $6.44M | Buy |
66,457
+1,444
| +2% | +$140K | 2.11% | 8 |
|
|
2024
Q3 | $6.58M | Buy |
65,013
+17,520
| +37% | +$1.77M | 2.41% | 8 |
|
|
2024
Q2 | $4.61M | Buy |
47,493
+7,579
| +19% | +$736K | 1.83% | 11 |
|
|
2024
Q1 | $3.91M | Buy |
39,914
+80
| +0.2% | +$7.84K | 1.54% | 15 |
|
|
2023
Q4 | $3.95M | Sell |
39,834
-3,085
| -7% | -$306K | 1.49% | 13 |
|
|
2023
Q3 | $4.04M | Sell |
42,919
-2,351
| -5% | -$221K | 1.69% | 10 |
|
|
2023
Q2 | $4.43M | Sell |
45,270
-1,329
| -3% | -$130K | 1.68% | 10 |
|
|
2023
Q1 | $4.64M | Buy |
46,599
+12,462
| +37% | +$1.24M | 1.91% | 9 |
|
|
2022
Q4 | $3.31M | Sell |
34,137
-14,764
| -30% | -$1.43M | 1.46% | 16 |
|
|
2022
Q3 | $4.71M | Sell |
48,901
-1,603
| -3% | -$154K | 2.03% | 8 |
|
|
2022
Q2 | $5.14M | Sell |
50,504
-3,265
| -6% | -$332K | 2.19% | 8 |
|
|
2022
Q1 | $5.76M | Sell |
53,769
-932
| -2% | -$99.8K | 2.32% | 9 |
|
|
2021
Q4 | $6.24M | Buy |
54,701
+4,496
| +9% | +$513K | 2.55% | 9 |
|
|
2021
Q3 | $5.77M | Buy |
50,205
+4,595
| +10% | +$528K | 2.52% | 11 |
|
|
2021
Q2 | $5.26M | Buy |
45,610
+7,908
| +21% | +$912K | 2.4% | 10 |
|
|
2021
Q1 | $4.29M | Buy |
37,702
+2,575
| +7% | +$293K | 1.96% | 12 |
|
|
2020
Q4 | $4.15M | Buy |
35,127
+3,554
| +11% | +$420K | 1.62% | 13 |
|
|
2020
Q3 | $3.73M | Buy |
31,573
+707
| +2% | +$83.5K | 1.28% | 13 |
|
|
2020
Q2 | $3.65M | Buy |
30,866
+277
| +0.9% | +$32.7K | 1.5% | 13 |
|
|
2020
Q1 | $3.53M | Buy |
30,589
+19,238
| +169% | +$2.22M | 1.43% | 15 |
|
|
2019
Q4 | $1.28M | Buy |
11,351
+1,477
| +15% | +$166K | 0.41% | 38 |
|
|
2019
Q3 | $1.12M | Sell |
9,874
-716
| -7% | -$81K | 0.37% | 40 |
|
|
2019
Q2 | $1.18M | Buy |
10,590
+1,915
| +22% | +$213K | 0.4% | 41 |
|
|
2019
Q1 | $946K | Buy |
8,675
+1,783
| +26% | +$194K | 0.33% | 45 |
|
|
2018
Q4 | $734K | Buy |
6,892
+1,368
| +25% | +$146K | 0.29% | 48 |
|
|
2018
Q3 | $583K | Buy |
5,524
+135
| +3% | +$14.2K | 0.24% | 64 |
|
|
2018
Q2 | $573K | Buy |
5,389
+1
| +0% | +$106 | 0.26% | 62 |
|
|
2018
Q1 | $578K | Sell |
5,388
-556
| -9% | -$59.6K | 0.26% | 66 |
|
|
2017
Q4 | $650K | Buy |
+5,944
| New | +$650K | 0.3% | 61 |
|