Broadview Financial 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
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $3.35M | Sell |
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|
2020
Q3 | $6.27M | Sell |
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|
2020
Q2 | $6.43M | Buy |
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|
2020
Q1 | $6.27M | Sell |
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|
2019
Q4 | $6.47M | Buy |
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|
2019
Q3 | $6.23M | Buy |
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|
2019
Q2 | $5.92M | Buy |
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|
2019
Q1 | $5.34M | Buy |
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|
2018
Q4 | $4.56M | Buy |
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|
2018
Q3 | $3.74M | Buy |
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|
2018
Q2 | $3.64M | Buy |
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|
2018
Q1 | $3.63M | Buy |
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|
2017
Q4 | $3.5M | Buy |
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