Bogart Wealth LLC’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 | $413K | Hold |
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|
2025
Q2 | $408K | Hold |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $340K | Hold |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $352K | Sell |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $324K | Hold |
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|
2019
Q1 | $317K | Hold |
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|
2018
Q4 | $310K | Hold |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $77K | Buy |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Buy |
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