Beaird Harris Wealth Management’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 | $156K | Hold |
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|
2025
Q1 | $156K | Sell |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $85K | Hold |
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|
2024
Q2 | $81.4K | Sell |
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|
2024
Q1 | $84K | Sell |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $38.4K | Sell |
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|
2023
Q2 | $41.6K | Hold |
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|
2023
Q1 | $42.3K | Buy |
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|
2022
Q4 | $39.6K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $93K | Buy |
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