Colton Groome Financial 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
Q3 | $22.1M | Buy |
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|
2025
Q2 | $20.6M | Buy |
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|
2025
Q1 | $18.8M | Buy |
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|
2024
Q4 | $17.9M | Sell |
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|
2024
Q3 | $19.1M | Sell |
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|
2024
Q2 | $18.7M | Buy |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $15.2M | Buy |
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|
2023
Q3 | $13.2M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $7.64M | Buy |
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|
2022
Q4 | $5.12M | Sell |
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|
2022
Q3 | $5.23M | Buy |
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|
2022
Q2 | $4.04M | Sell |
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|
2022
Q1 | $4.83M | Sell |
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|
2021
Q4 | $5.51M | Buy |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q3 | $214K | Hold |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | $201K | Buy |
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