DHJJ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.6K | Buy |
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|
2025
Q2 | $41K | Hold |
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|
2025
Q1 | $40.9K | Sell |
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|
2024
Q4 | $41.8K | Buy |
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|
2024
Q3 | $43.6K | Buy |
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|
2024
Q2 | $41.7K | Sell |
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|
2024
Q1 | $86.2K | Sell |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | $95.6K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $204K | Buy |
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