Canvas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $4.49M | Buy |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $3.39M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $2.8M | Buy |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.41M | Sell |
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|
2023
Q1 | $3.36M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $3.72M | Sell |
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|
2022
Q1 | $4.73M | Sell |
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|
2021
Q4 | $6.09M | Sell |
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|
2021
Q3 | $6.28M | Buy |
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|
2021
Q2 | $5.3M | Buy |
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|
2021
Q1 | $4.34M | Buy |
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