Cranbrook Wealth Management’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 | $104K | Sell |
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|
2025
Q2 | $138K | Buy |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $105K | Buy |
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|
2024
Q2 | $72.4K | Sell |
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|
2024
Q1 | $75.2K | Sell |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $421K | Hold |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $428K | Hold |
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|
2020
Q3 | $428K | Sell |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $521K | Sell |
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|
2019
Q2 | $524K | Hold |
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|
2019
Q1 | $513K | Sell |
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|
2018
Q4 | $525K | Sell |
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|
2018
Q3 | $575K | Sell |
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|
2018
Q2 | $611K | Sell |
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|
2018
Q1 | $741K | Sell |
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|
2017
Q4 | $823K | Sell |
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|
2017
Q3 | $840K | Sell |
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|
2017
Q2 | $867K | Hold |
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|
2017
Q1 | $859K | Buy |
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|
2016
Q4 | $840K | Sell |
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|
2016
Q3 | $902K | Buy |
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|
2016
Q2 | $887K | Hold |
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|
2016
Q1 | $872K | Sell |
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|
2015
Q4 | $1.16M | Sell |
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|
2015
Q3 | $1.2M | Sell |
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|
2015
Q2 | $1.21M | Sell |
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|
2015
Q1 | $1.25M | Sell |
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|
2014
Q4 | $1.33M | Buy |
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|
2014
Q3 | $1.32M | Buy |
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|
2014
Q2 | $1.31M | Hold |
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|
2014
Q1 | $1.29M | Sell |
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|
2013
Q4 | $1.29M | Buy |
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