Cedar Brook Financial Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $944K | Sell |
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|
2023
Q3 | $983K | Buy |
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|
2023
Q2 | $992K | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $878K | Buy |
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|
2020
Q4 | $774K | Buy |
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|
2020
Q3 | $687K | Buy |
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|
2020
Q2 | $602K | Buy |
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