Avondale Wealth Management’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 | $1.63M | Sell |
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|
2025
Q1 | $8.28M | Buy |
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|
2024
Q4 | $7.66M | Buy |
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|
2024
Q3 | $7.45M | Sell |
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|
2024
Q2 | $7.52M | Sell |
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|
2024
Q1 | $8.68M | Buy |
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|
2023
Q4 | $8.23M | Buy |
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|
2023
Q3 | $6.77M | Sell |
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|
2023
Q2 | $9.62M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $19.4M | Buy |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $102K | Sell |
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|
2022
Q1 | $161K | Sell |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $747K | Hold |
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|
2021
Q1 | $737K | Buy |
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|
2020
Q4 | $293K | Hold |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $293K | Hold |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $280K | Sell |
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|
2019
Q2 | $964K | Buy |
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|
2019
Q1 | $902K | Buy |
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|
2018
Q4 | $854K | Buy |
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|
2018
Q3 | $248K | Sell |
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|
2018
Q2 | $529K | Buy |
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|
2018
Q1 | $486K | Buy |
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|
2017
Q4 | $456K | Buy |
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