Annapolis Financial Services’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 | $138K | Buy |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $125K | Sell |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $127K | Hold |
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|
2022
Q4 | $124K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $403K | Hold |
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|
2021
Q4 | $429K | Hold |
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|
2021
Q3 | $432K | Hold |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $477K | Buy |
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