Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14K | Buy |
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|
2025
Q1 | $17.5K | Buy |
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|
2024
Q2 | $54.7K | Sell |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $254 | Buy |
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|
2022
Q4 | $55.7K | Buy |
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|
2022
Q3 | $13 | Sell |
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|
2022
Q2 | $14 | Sell |
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|
2022
Q1 | $15 | Sell |
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|
2021
Q4 | $26 | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $136K | Buy |
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|
2019
Q3 | $184K | Sell |
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|
2019
Q2 | $951K | Buy |
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|
2019
Q1 | $433K | Buy |
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|
2018
Q3 | $59K | Sell |
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|
2018
Q2 | $61K | Buy |
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|
2018
Q1 | $9K | Buy |
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