BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $22M | Buy |
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|
2023
Q1 | $21.1M | Sell |
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|
2022
Q4 | $20.6M | Sell |
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|
2022
Q3 | $22M | Sell |
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|
2022
Q2 | $26.6M | Sell |
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|
2022
Q1 | $28.7M | Buy |
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|
2021
Q4 | $27.7M | Buy |
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|
2021
Q3 | $25.3M | Sell |
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|
2021
Q2 | $30.6M | Buy |
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|
2021
Q1 | $28.8M | Buy |
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|
2020
Q4 | $26.9M | Buy |
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|
2020
Q3 | $24.7M | Buy |
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|
2020
Q2 | $18.9M | Buy |
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|
2020
Q1 | $2.55M | Sell |
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|
2019
Q4 | $3.36M | Buy |
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|
2019
Q3 | $3.24M | Buy |
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|
2019
Q2 | $2.76M | Sell |
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|
2019
Q1 | $3M | Buy |
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|
2018
Q4 | $2.71M | Sell |
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|
2018
Q3 | $2.92M | Buy |
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|
2018
Q2 | $2.13M | Buy |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $910K | Buy |
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|
2017
Q3 | $894K | Buy |
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|
2017
Q2 | $787K | Buy |
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|
2017
Q1 | $365K | Buy |
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