Delta Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $204K | Sell |
|
|||||
|
2023
Q3 | $212K | Buy |
|
|||||
|
2023
Q2 | $221K | Sell |
|
|||||
|
2023
Q1 | $324K | Sell |
|
|||||
|
2022
Q4 | $503K | Sell |
|
|||||
|
2022
Q3 | $572K | Sell |
|
|||||
|
2022
Q2 | $626K | Sell |
|
|||||
|
2022
Q1 | $668K | Sell |
|
|||||
|
2021
Q4 | $753K | Buy |
|
|||||
|
2021
Q3 | $721K | Buy |
|
|||||
|
2021
Q2 | $703K | Buy |
|
|||||
|
2021
Q1 | $671K | Buy |
|
|||||
|
2020
Q4 | $690K | Buy |
|
|||||
|
2020
Q3 | $689K | Buy |
|
|||||
|
2020
Q2 | $612K | Sell |
|
|||||
|
2020
Q1 | $603K | Sell |
|
|||||
|
2019
Q4 | $758K | Buy |
|
|||||
|
2019
Q3 | $732K | Buy |
|
|||||
|
2019
Q2 | $719K | Buy |
|