Cahill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $214K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $212K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $283K | Sell |
|
|||||
|
2023
Q2 | $372K | Buy |
|
|||||
|
2023
Q1 | $330K | Buy |
|
|||||
|
2022
Q4 | $293K | Buy |
|
|||||
|
2022
Q3 | $228K | Sell |
|
|||||
|
2022
Q2 | $476K | Buy |
|
|||||
|
2022
Q1 | $490K | Buy |
|
|||||
|
2021
Q4 | $355K | Buy |
|
|||||
|
2021
Q3 | $300K | Sell |
|
|||||
|
2021
Q2 | $306K | Buy |
|
|||||
|
2021
Q1 | $280K | Sell |
|
|||||
|
2020
Q4 | $836K | Buy |
|