Burleson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.23M | Sell |
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|
2022
Q3 | $7.61M | Sell |
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|
2022
Q2 | $8.64M | Sell |
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|
2022
Q1 | $9.59M | Sell |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $12.5M | Sell |
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|
2021
Q2 | $13.7M | Buy |
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|
2021
Q1 | $13M | Buy |
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|
2020
Q4 | $11.9M | Sell |
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|
2020
Q3 | $12.1M | Buy |
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|
2020
Q2 | $9.37M | Buy |
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|
2020
Q1 | $8.99M | Sell |
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|
2019
Q4 | $18.6M | Buy |
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|
2019
Q3 | $12.9M | Buy |
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|
2019
Q2 | $4.91M | Buy |
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|
2019
Q1 | $3.49M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $624K | Sell |
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|
2018
Q1 | $2.84M | Sell |
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|
2017
Q4 | $3.17M | Buy |
|