CMP
Courage Miller Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
2,805
| – | – | 0.09% | 75 |
|
|
2025
Q1 | $277K | Hold |
2,805
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $272K | Sell |
2,805
-1
| -0% | -$97 | 0.09% | 71 |
|
|
2024
Q3 | $284K | Sell |
2,806
-420
| -13% | -$42.5K | 0.1% | 73 |
|
|
2024
Q2 | $313K | Sell |
3,226
-45
| -1% | -$4.37K | 0.11% | 68 |
|
|
2024
Q1 | $320K | Hold |
3,271
| – | – | 0.11% | 73 |
|
|
2023
Q4 | $325K | Sell |
3,271
-13
| -0.4% | -$1.29K | 0.12% | 66 |
|
|
2023
Q3 | $309K | Sell |
3,284
-81
| -2% | -$7.62K | 0.13% | 63 |
|
|
2023
Q2 | $330K | Buy |
3,365
+66
| +2% | +$6.47K | 0.14% | 64 |
|
|
2023
Q1 | $329K | Hold |
3,299
| – | – | 0.14% | 64 |
|
|
2022
Q4 | $320K | Buy |
3,299
+286
| +9% | +$27.7K | 0.15% | 62 |
|
|
2022
Q3 | $290K | Buy |
3,013
+58
| +2% | +$5.58K | 0.15% | 61 |
|
|
2022
Q2 | $300K | Sell |
2,955
-753
| -20% | -$76.4K | 0.14% | 61 |
|
|
2022
Q1 | $397K | Sell |
3,708
-420
| -10% | -$45K | 0.16% | 60 |
|
|
2021
Q4 | $471K | Sell |
4,128
-871
| -17% | -$99.4K | 0.18% | 61 |
|
|
2021
Q3 | $574K | Sell |
4,999
-755
| -13% | -$86.7K | 0.23% | 56 |
|
|
2021
Q2 | $664K | Sell |
5,754
-483
| -8% | -$55.7K | 0.27% | 57 |
|
|
2021
Q1 | $710K | Hold |
6,237
| – | – | 0.31% | 51 |
|
|
2020
Q4 | $737K | Hold |
6,237
| – | – | 0.34% | 45 |
|
|
2020
Q3 | $737K | Buy |
6,237
+1
| +0% | +$118 | 0.4% | 40 |
|
|
2020
Q2 | $737K | Sell |
6,236
-1
| -0% | -$118 | 0.4% | 40 |
|
|
2020
Q1 | $719K | Sell |
6,237
-58
| -0.9% | -$6.69K | 0.44% | 36 |
|
|
2019
Q4 | $707K | Sell |
6,295
-14
| -0.2% | -$1.57K | 0.36% | 46 |
|
|
2019
Q3 | $714K | Sell |
6,309
-1,048
| -14% | -$119K | 0.39% | 43 |
|
|
2019
Q2 | $819K | Sell |
7,357
-18,701
| -72% | -$2.08M | 0.45% | 41 |
|
|
2019
Q1 | $2.84M | Buy |
26,058
+54
| +0.2% | +$5.89K | 1.61% | 22 |
|
|
2018
Q4 | $2.77M | Buy |
26,004
+644
| +3% | +$68.6K | 1.64% | 21 |
|
|
2018
Q3 | $2.68M | Buy |
25,360
+107
| +0.4% | +$11.3K | 1.54% | 22 |
|
|
2018
Q2 | $2.68M | Sell |
25,253
-908
| -3% | -$96.5K | 1.59% | 22 |
|
|
2018
Q1 | $2.81M | Buy |
26,161
+660
| +3% | +$70.8K | 1.7% | 20 |
|
|
2017
Q4 | $2.79M | Buy |
25,501
+492
| +2% | +$53.8K | 1.69% | 19 |
|
|
2017
Q3 | $2.74M | Buy |
25,009
+810
| +3% | +$88.8K | 1.71% | 19 |
|
|
2017
Q2 | $2.65M | Sell |
24,199
-178
| -0.7% | -$19.5K | 1.75% | 19 |
|
|
2017
Q1 | $2.65M | Buy |
24,377
+23
| +0.1% | +$2.5K | 1.83% | 15 |
|
|
2016
Q4 | $2.63M | Sell |
24,354
-300
| -1% | -$32.4K | 1.84% | 18 |
|
|
2016
Q3 | $2.77M | Sell |
24,654
-223
| -0.9% | -$25.1K | 1.92% | 19 |
|
|
2016
Q2 | $2.8M | Sell |
24,877
-2,653
| -10% | -$299K | 2% | 18 |
|
|
2016
Q1 | $3.05M | Sell |
27,530
-175
| -0.6% | -$19.4K | 2.14% | 17 |
|
|
2015
Q4 | $2.99M | Buy |
27,705
+1,497
| +6% | +$162K | 2.07% | 15 |
|
|
2015
Q3 | $2.87M | Sell |
26,208
-6,734
| -20% | -$738K | 2.14% | 14 |
|
|
2015
Q2 | $3.58M | Sell |
32,942
-3,952
| -11% | -$430K | 2.67% | 11 |
|
|
2015
Q1 | $4.11M | Sell |
36,894
-4,623
| -11% | -$515K | 3.08% | 9 |
|
|
2014
Q4 | $4.57M | Sell |
41,517
-365
| -0.9% | -$40.2K | 3.78% | 6 |
|
|
2014
Q3 | $4.57M | Buy |
41,882
+122
| +0.3% | +$13.3K | 3.56% | 9 |
|
|
2014
Q2 | $4.57M | Sell |
41,760
-1,227
| -3% | -$134K | 3.35% | 7 |
|
|
2014
Q1 | $4.64M | Sell |
42,987
-3,118
| -7% | -$336K | 3.65% | 5 |
|
|
2013
Q4 | $4.91M | Sell |
46,105
-10,671
| -19% | -$1.14M | 4.16% | 5 |
|
|
2013
Q3 | $6.09M | Sell |
56,776
-7,639
| -12% | -$819K | 5% | 4 |
|
|
2013
Q2 | $6.91M | Buy |
+64,415
| New | +$6.91M | 6.27% | 3 |
|