Executive 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
Q4 | $399K | Sell |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $8.23K | Buy |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $531K | Sell |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $614K | Sell |
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|
2021
Q2 | $662K | Sell |
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|
2021
Q1 | $802K | Sell |
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|
2020
Q4 | $9.75M | Sell |
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|
2020
Q3 | $10.2M | Sell |
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|
2020
Q2 | $11.8M | Buy |
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|
2020
Q1 | $11.1M | Buy |
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|
2019
Q4 | $9.74M | Buy |
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|
2019
Q3 | $8.89M | Buy |
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|
2019
Q2 | $8.34M | Sell |
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|
2019
Q1 | $11.4M | Sell |
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|
2018
Q4 | $12M | Buy |
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