Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.53M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $30K | Buy |
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