D.B. Root & Company’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
Q3 | – | Sell |
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|
2023
Q2 | $400K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $353K | Sell |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $467K | Sell |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $846K | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $870K | Sell |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $2.22M | Buy |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.36M | Sell |
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|
2018
Q2 | $1.44M | Sell |
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|
2018
Q1 | $1.53M | Buy |
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|
2017
Q4 | $1.52M | Buy |
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