Cardiff Park 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 | $164K | Buy |
|
|||||
|
2025
Q1 | $162K | Buy |
|
|||||
|
2024
Q4 | $158K | Buy |
|
|||||
|
2024
Q3 | $164K | Buy |
|
|||||
|
2024
Q2 | $156K | Buy |
|
|||||
|
2024
Q1 | $156K | Sell |
|
|||||
|
2023
Q4 | $158K | Sell |
|
|||||
|
2023
Q3 | $186K | Buy |
|
|||||
|
2023
Q2 | $180K | Buy |
|
|||||
|
2023
Q1 | $178K | Sell |
|
|||||
|
2022
Q4 | $181K | Sell |
|
|||||
|
2022
Q3 | $280K | Sell |
|
|||||
|
2022
Q2 | $302K | Sell |
|
|||||
|
2022
Q1 | $551K | Buy |
|
|||||
|
2021
Q4 | $586K | Buy |
|