Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $428K | Sell |
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|
2021
Q2 | $537K | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $2.37M | Buy |
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|
2020
Q2 | $2.15M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $393K | Buy |
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