DFA
DHJJ Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Hold |
414
| – | – | 0.01% | 375 |
|
|
2025
Q1 | $40.9K | Sell |
414
-17
| -4% | -$1.68K | 0.02% | 340 |
|
|
2024
Q4 | $41.8K | Buy |
431
+1
| +0.2% | +$97 | 0.02% | 330 |
|
|
2024
Q3 | $43.6K | Buy |
430
+1
| +0.2% | +$101 | 0.02% | 325 |
|
|
2024
Q2 | $41.7K | Sell |
429
-452
| -51% | -$43.9K | 0.02% | 300 |
|
|
2024
Q1 | $86.2K | Sell |
881
-136
| -13% | -$13.3K | 0.04% | 209 |
|
|
2023
Q4 | $101K | Buy |
1,017
+1
| +0.1% | +$99 | 0.05% | 194 |
|
|
2023
Q3 | $95.6K | Buy |
+1,016
| New | +$95.6K | 0.05% | 189 |
|
|
2021
Q3 | – | Sell |
-1,769
| Closed | -$204K | – | 126 |
|
|
2021
Q2 | $204K | Buy |
+1,769
| New | +$204K | 0.11% | 120 |
|