Centerpoint 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 | $154K | Hold |
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|
2025
Q1 | $153K | Buy |
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|
2024
Q4 | $148K | Buy |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $92K | Sell |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $102K | Hold |
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|
2022
Q2 | $108K | Sell |
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|
2022
Q1 | $120K | Sell |
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|
2021
Q4 | $146K | Hold |
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|
2021
Q3 | $147K | Sell |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | $142K | Sell |
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|
2020
Q4 | $150K | Buy |
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