Beacon Capital Management LLC (Tennessee)’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 | $220K | Sell |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $543K | Buy |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $90.8K | Hold |
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|
2023
Q2 | $90.8K | Sell |
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|
2023
Q1 | $151K | Sell |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $187K | Sell |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $268K | Buy |
|