Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.96M | Buy |
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|
2021
Q4 | $2.04M | Sell |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $2.21M | Buy |
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|
2020
Q4 | $2.36M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.95M | Buy |
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|
2020
Q1 | $1.87M | Buy |
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|
2019
Q4 | $1.79M | Buy |
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|
2019
Q3 | $1.74M | Buy |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $436K | Sell |
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|
2018
Q4 | $552K | Buy |
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