Avidian Wealth Enterprises’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 | $6.06M | Sell |
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|
2025
Q2 | $6.21M | Sell |
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|
2025
Q1 | $7M | Sell |
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|
2024
Q4 | $7.11M | Sell |
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|
2024
Q3 | $7.86M | Sell |
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|
2024
Q2 | $7.6M | Buy |
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|
2024
Q1 | $5.27M | Buy |
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|
2023
Q4 | $4.88M | Sell |
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|
2023
Q3 | $4.76M | Sell |
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|
2023
Q2 | $5.14M | Buy |
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|
2023
Q1 | $4.08M | Buy |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.81M | Sell |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.15M | Sell |
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|
2021
Q2 | $2.36M | Sell |
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|
2021
Q1 | $2.49M | Sell |
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|
2020
Q4 | $12.3M | Sell |
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|
2020
Q3 | $28M | Sell |
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|
2020
Q2 | $37M | Sell |
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|
2020
Q1 | $43.5M | Sell |
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|
2019
Q4 | $44M | Buy |
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|
2019
Q3 | $43.1M | Buy |
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