FinTrust Capital Advisors’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
Q3 | $913K | Sell |
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|
2024
Q2 | $934K | Buy |
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|
2024
Q1 | $913K | Hold |
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|
2023
Q4 | $925K | Hold |
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|
2023
Q3 | $876K | Buy |
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|
2023
Q2 | $147K | Hold |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $147K | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $528K | Sell |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $586K | Hold |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $583K | Hold |
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|
2020
Q4 | $605K | Sell |
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|
2020
Q3 | $679 | Sell |
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|
2020
Q2 | $686K | Sell |
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|
2020
Q1 | $809K | Sell |
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|
2019
Q4 | $854K | Buy |
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|
2019
Q3 | $856K | Sell |
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|
2019
Q2 | $858K | Hold |
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|
2019
Q1 | $840K | Buy |
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|
2018
Q4 | $475K | Buy |
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