Certified Advisory Corp’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  | $265K | Buy | 
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        2025
         Q1  | $229K | Sell | 
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        2024
         Q4  | $248K | Sell | 
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| 
        
          
      
        2024
         Q3  | $261K | Buy | 
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| 
        
          
      
        2022
         Q1  | – | Sell | 
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| 
        
          
      
        2021
         Q4  | $201K | Sell | 
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| 
        
          
      
        2021
         Q3  | $224K | Sell | 
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| 
        
          
      
        2021
         Q2  | $460K | Sell | 
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| 
        
          
      
        2021
         Q1  | $2.52M | Buy | 
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| 
        
          
      
        2020
         Q2  | $1.64M | Buy | 
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| 
        
          
      
        2020
         Q1  | $191K | Buy | 
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| 
        
          
      
        2019
         Q4  | $142K | Buy | 
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| 
        
          
      
        2019
         Q3  | $105K | Buy | 
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| 
        
          
      
        2019
         Q2  | $103K | Buy | 
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| 
        
          
      
        2019
         Q1  | $100K | Buy | 
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| 
        
          
      
        2018
         Q4  | $97K | Buy | 
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| 
        
          
      
        2018
         Q3  | $93K | Buy | 
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| 
        
          
      
        2018
         Q2  | $93K | Buy | 
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| 
        
          
      
        2018
         Q1  | $93K | Buy | 
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| 
        
          
      
        2017
         Q4  | $18K | Buy | 
         |