Fernwood Investment 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
Q2 | – | Sell |
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|
2024
Q1 | $79.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $411K | Sell |
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|
2021
Q3 | $505K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $436K | Sell |
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|
2020
Q2 | $578K | Buy |
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|
2020
Q1 | $485K | Buy |
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|
2019
Q4 | $438K | Sell |
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|
2019
Q3 | $464K | Buy |
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|
2019
Q2 | $434K | Hold |
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|
2019
Q1 | $426K | Hold |
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $423K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $359K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $283K | Buy |
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