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