Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Buy |
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2025
Q2 | $1.27M | Buy |
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2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $934K | Buy |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $400K | Sell |
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|
2021
Q3 | $448K | Sell |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q3 | $75.4K | Buy |
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|
2020
Q2 | $75.8K | Buy |
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|
2020
Q1 | $64K | Buy |
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