Claro 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 | $360K | Sell |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $978K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $832K | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $626K | Hold |
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|
2022
Q2 | $626K | Sell |
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|
2022
Q1 | $889K | Hold |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $356K | Hold |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $371K | Hold |
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|
2019
Q3 | $374K | Hold |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $352K | Buy |
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