Beacon Financial Advisory’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
Q3 | $893K | Buy |
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|
2025
Q2 | $718K | Buy |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
|