APP
Avantax Planning Partners’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 | $8.97M | Sell |
90,385
-2,153
| -2% | -$214K | 0.28% | 62 |
|
|
2025
Q1 | $9.15M | Sell |
92,538
-9,859
| -10% | -$975K | 0.32% | 49 |
|
|
2024
Q4 | $9.92M | Sell |
102,397
-6,167
| -6% | -$598K | 0.36% | 43 |
|
|
2024
Q3 | $11M | Sell |
108,564
-18,902
| -15% | -$1.91M | 0.39% | 39 |
|
|
2024
Q2 | $12.4M | Sell |
127,466
-5,482
| -4% | -$532K | 0.4% | 40 |
|
|
2024
Q1 | $13M | Sell |
132,948
-6,530
| -5% | -$640K | 0.42% | 37 |
|
|
2023
Q4 | $13.8M | Buy |
139,478
+76,767
| +122% | +$7.62M | 0.53% | 30 |
|
|
2023
Q3 | $5.9M | Sell |
62,711
-12,008
| -16% | -$1.13M | 0.25% | 52 |
|
|
2023
Q2 | $7.32M | Sell |
74,719
-8,043
| -10% | -$788K | 0.29% | 43 |
|
|
2023
Q1 | $8.25M | Buy |
82,762
+1,100
| +1% | +$110K | 0.33% | 36 |
|
|
2022
Q4 | $7.92M | Sell |
81,662
-19,339
| -19% | -$1.88M | 0.31% | 38 |
|
|
2022
Q3 | $9.73M | Buy |
101,001
+7,159
| +8% | +$690K | 0.44% | 31 |
|
|
2022
Q2 | $9.54M | Buy |
93,842
+48,298
| +106% | +$4.91M | 0.41% | 33 |
|
|
2022
Q1 | $4.88M | Sell |
45,544
-4,403
| -9% | -$472K | 0.19% | 53 |
|
|
2021
Q4 | $5.7M | Buy |
49,947
+26,139
| +110% | +$2.98M | 0.23% | 41 |
|
|
2021
Q3 | $2.73M | Sell |
23,808
-317
| -1% | -$36.4K | 0.13% | 66 |
|
|
2021
Q2 | $2.78M | Buy |
24,125
+2
| +0% | +$231 | 0.13% | 69 |
|
|
2021
Q1 | $2.75M | Sell |
24,123
-1,320
| -5% | -$150K | 0.14% | 64 |
|
|
2020
Q4 | $3.01M | Sell |
25,443
-2,597
| -9% | -$307K | 0.15% | 53 |
|
|
2020
Q3 | $3.31M | Sell |
28,040
-272
| -1% | -$32.1K | 0.17% | 49 |
|
|
2020
Q2 | $3.35M | Sell |
28,312
-1,154
| -4% | -$136K | 0.19% | 48 |
|
|
2020
Q1 | $3.4M | Sell |
29,466
-2,847
| -9% | -$328K | 0.24% | 36 |
|
|
2019
Q4 | $3.63M | Sell |
32,313
-344
| -1% | -$38.7K | 0.21% | 40 |
|
|
2019
Q3 | $3.7M | Sell |
32,657
-163
| -0.5% | -$18.4K | 0.23% | 38 |
|
|
2019
Q2 | $3.64M | Sell |
32,820
-177
| -0.5% | -$19.7K | 0.24% | 37 |
|
|
2019
Q1 | $3.6M | Sell |
32,997
-480,483
| -94% | -$52.4M | 0.25% | 36 |
|
|
2018
Q4 | $54.7M | Buy |
513,480
+511,511
| +25,978% | +$54.5M | 4.12% | 7 |
|
|
2018
Q3 | $208K | Sell |
1,969
-202
| -9% | -$21.3K | 0.02% | 233 |
|
|
2018
Q2 | $230K | Sell |
2,171
-12,870
| -86% | -$1.36M | 0.02% | 216 |
|
|
2018
Q1 | $1.61M | Buy |
15,041
+1,045
| +7% | +$112K | 0.14% | 62 |
|
|
2017
Q4 | $1.53M | Sell |
13,996
-2,126
| -13% | -$232K | 0.14% | 61 |
|
|
2017
Q3 | $1.77M | Buy |
16,122
+1,915
| +13% | +$210K | 0.14% | 71 |
|
|
2017
Q2 | $1.56M | Buy |
14,207
+904
| +7% | +$99K | 0.13% | 75 |
|
|
2017
Q1 | $1.44M | Buy |
13,303
+2,709
| +26% | +$294K | 0.13% | 69 |
|
|
2016
Q4 | $1.15M | Buy |
+10,594
| New | +$1.15M | 0.12% | 79 |
|