Carr Financial Group’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 | $1.6M | Sell |
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|
2025
Q2 | $1.64M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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