BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $1.97M | Sell |
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|
2021
Q3 | $2.12M | Buy |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $2.45M | Sell |
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|
2020
Q3 | $2.48M | Buy |
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|
2020
Q2 | $2.31M | Buy |
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|
2020
Q1 | $2.23M | Sell |
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|
2019
Q4 | $2.98M | Sell |
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|
2019
Q3 | $4.69M | Sell |
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|
2019
Q2 | $4.67M | Sell |
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|
2019
Q1 | $4.58M | Sell |
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|
2018
Q4 | $4.52M | Sell |
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|
2018
Q3 | $4.92M | Sell |
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|
2018
Q2 | $5.32M | Sell |
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|
2018
Q1 | $5.65M | Sell |
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|
2017
Q4 | $6.28M | Buy |
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|
2017
Q3 | $5.53M | Sell |
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|
2017
Q2 | $5.69M | Buy |
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