Bromfield Sneider 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
2024
Q1
$5.55M Buy
2023
Q4
$5.25M Sell
2023
Q3
$5.09M Buy
2023
Q2
$3.84M Buy
2023
Q1
$3.4M Buy
2022
Q4
$3.3M Buy
2022
Q3
$3.02M Buy
2022
Q2
$1.14M Buy
2022
Q1
$94K Buy