BFG
Barber Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.6M | Buy |
16,054
+228
| +1% | +$22.7K | 0.28% | 38 |
|
|
2022
Q4 | $1.54M | Sell |
15,826
-3,297
| -17% | -$320K | 0.43% | 37 |
|
|
2022
Q3 | $1.84M | Sell |
19,123
-2,281
| -11% | -$220K | 0.54% | 24 |
|
|
2022
Q2 | $2.18M | Sell |
21,404
-5,118
| -19% | -$520K | 0.36% | 25 |
|
|
2022
Q1 | $2.84M | Buy |
26,522
+24,693
| +1,350% | +$2.65M | 0.38% | 31 |
|
|
2021
Q4 | $209K | Hold |
1,829
| – | – | 0.03% | 154 |
|
|
2021
Q3 | $210K | Sell |
1,829
-40,950
| -96% | -$4.7M | 0.03% | 154 |
|
|
2021
Q2 | $4.93M | Sell |
42,779
-14,933
| -26% | -$1.72M | 0.67% | 31 |
|
|
2021
Q1 | $6.57M | Buy |
57,712
+54,026
| +1,466% | +$6.15M | 0.96% | 22 |
|
|
2020
Q4 | $436K | Buy |
+3,686
| New | +$436K | 0.08% | 87 |
|
|
2020
Q3 | – | Sell |
-44,962
| Closed | -$5.32M | – | 132 |
|
|
2020
Q2 | $5.32M | Buy |
+44,962
| New | +$5.32M | 1.27% | 20 |
|