Baron Financial Group’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
2023
Q3
Sell
2023
Q2
$201K Sell
2023
Q1
$207K Sell
2022
Q4
$436K Sell
2022
Q3
$2.97M Sell
2022
Q2
$5.44M Buy
2022
Q1
$5.67M Buy
2021
Q4
$4.64M Buy
2021
Q3
$3.74M Buy
2021
Q2
$3.1M Buy
2021
Q1
$2.51M Buy
2020
Q4
$943K Buy
2020
Q3
$244K Buy