FOCUS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Hold |
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|
2025
Q2 | $1.25M | Hold |
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2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $663K | Hold |
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|
2023
Q1 | $675K | Hold |
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|
2022
Q4 | $657K | Hold |
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|
2022
Q3 | $652K | Buy |
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|
2022
Q2 | $624K | Hold |
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|
2022
Q1 | $658K | Hold |
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|
2021
Q4 | $700K | Hold |
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|
2021
Q3 | $705K | Hold |
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|
2021
Q2 | $708K | Hold |
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|
2021
Q1 | $700K | Hold |
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|
2020
Q4 | $726K | Buy |
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