Elk River 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 | $622K | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $2.14M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.7M | Buy |
|