Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $42.8K | Sell |
|
|||||
|
2024
Q1 | $155K | Hold |
|
|||||
|
2023
Q4 | $157K | Hold |
|
|||||
|
2023
Q3 | $149K | Buy |
|
|||||
|
2023
Q2 | $133K | Buy |
|
|||||
|
2023
Q1 | $114K | Hold |
|
|||||
|
2022
Q4 | $111K | Sell |
|
|||||
|
2022
Q3 | $338K | Sell |
|
|||||
|
2022
Q2 | $475K | Hold |
|
|||||
|
2022
Q1 | $501K | Buy |
|
|||||
|
2021
Q4 | $230K | Buy |
|