Core Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $15.1K | Sell |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $99.1K | Buy |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $26K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9K | Sell |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $3.06M | Buy |
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|
2020
Q2 | $2.24M | Buy |
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|
2020
Q1 | $4K | Buy |
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