Avantax Planning Partners’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
Q2 | $8.97M | Sell |
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|
2025
Q1 | $9.15M | Sell |
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|
2024
Q4 | $9.92M | Sell |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $13M | Sell |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $5.9M | Sell |
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|
2023
Q2 | $7.32M | Sell |
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|
2023
Q1 | $8.25M | Buy |
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|
2022
Q4 | $7.92M | Sell |
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|
2022
Q3 | $9.73M | Buy |
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|
2022
Q2 | $9.54M | Buy |
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|
2022
Q1 | $4.88M | Sell |
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|
2021
Q4 | $5.7M | Buy |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $2.78M | Buy |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $3.01M | Sell |
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|
2020
Q3 | $3.31M | Sell |
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|
2020
Q2 | $3.35M | Sell |
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|
2020
Q1 | $3.4M | Sell |
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|
2019
Q4 | $3.63M | Sell |
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|
2019
Q3 | $3.7M | Sell |
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|
2019
Q2 | $3.64M | Sell |
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|
2019
Q1 | $3.6M | Sell |
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|
2018
Q4 | $54.7M | Buy |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $1.61M | Buy |
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|
2017
Q4 | $1.53M | Sell |
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|
2017
Q3 | $1.77M | Buy |
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|
2017
Q2 | $1.56M | Buy |
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|
2017
Q1 | $1.44M | Buy |
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|
2016
Q4 | $1.15M | Buy |
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