ARS 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $320K | Hold |
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2021
Q1 | $315K | Sell |
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2020
Q4 | $496K | Buy |
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2020
Q3 | $491K | Buy |
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2020
Q2 | $384K | Sell |
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2020
Q1 | $383K | Sell |
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2019
Q4 | $475K | Sell |
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2019
Q3 | $512K | Sell |
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2019
Q2 | $683K | Buy |
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2019
Q1 | $614K | Sell |
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2018
Q4 | $630K | Sell |
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2018
Q3 | $11.2M | Sell |
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2018
Q2 | $17.3M | Sell |
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2018
Q1 | $19.4M | Buy |
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2017
Q4 | $19.5M | Buy |
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2017
Q3 | $16M | Sell |
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2017
Q2 | $16.1M | Buy |
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2017
Q1 | $14.7M | Sell |
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2016
Q4 | $15.6M | Buy |
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2016
Q3 | $13.7M | Buy |
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2016
Q2 | $7.51M | Buy |
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