CMA
Cedar Mountain Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Sell |
72,969
-2,733
| -4% | -$271K | 1.5% | 17 |
|
|
2025
Q1 | $7.49M | Buy |
75,702
+1,397
| +2% | +$138K | 1.68% | 17 |
|
|
2024
Q4 | $7.2M | Sell |
74,305
-16
| -0% | -$1.55K | 1.58% | 17 |
|
|
2024
Q3 | $7.53M | Buy |
+74,321
| New | +$7.53M | 1.7% | 17 |
|
|
2020
Q1 | – | Sell |
-151
| Closed | -$17K | – | 237 |
|
|
2019
Q4 | $17K | Buy |
+151
| New | +$17K | 0.01% | 112 |
|