Baltimore-Washington Financial 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
2022
Q2
Sell
2022
Q1
$241K Buy
2021
Q3
Sell
2021
Q2
$242K Sell
2021
Q1
$241K Hold
2020
Q4
$251K Buy
2020
Q3
$222K Sell
2020
Q2
$258K Buy
2016
Q2
Sell
2016
Q1
$762K Sell
2015
Q4
$800K Sell
2015
Q3
$890K Sell
2015
Q2
$889K Sell
2015
Q1
$1.56M Sell
2014
Q4
$2.15M Sell
2014
Q3
$2.84M Buy
2014
Q2
$2.65M Sell
2014
Q1
$2.68M Buy
2013
Q4
$2.6M Buy
2013
Q3
$2.56M Sell
2013
Q2
$2.74M Buy