Buckingham Strategic Wealth’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
Q2 | $874K | Sell |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $907K | Hold |
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|
2022
Q4 | $907K | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $659K | Sell |
|
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $728K | Sell |
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|
2021
Q1 | $842K | Buy |
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|
2020
Q4 | $750K | Buy |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $573K | Sell |
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|
2020
Q1 | $905K | Buy |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $319K | Sell |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $1.04M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $211K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $379K | Sell |
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|
2015
Q2 | $412K | Sell |
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|
2015
Q1 | $425K | Buy |
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|
2014
Q4 | $420K | Sell |
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|
2014
Q3 | $430K | Sell |
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|
2014
Q2 | $543K | Sell |
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|
2014
Q1 | $630K | Sell |
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|
2013
Q4 | $1.03M | Sell |
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|
2013
Q3 | $1.29M | Sell |
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|
2013
Q2 | $1.51M | Buy |
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