Focused 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
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $225K | Buy |
|
|||||
|
2023
Q4 | $228K | Buy |
|
|||||
|
2023
Q3 | $215K | Sell |
|
|||||
|
2023
Q2 | $605K | Sell |
|
|||||
|
2023
Q1 | $620K | Sell |
|
|||||
|
2022
Q4 | $8.53M | Buy |
|
|||||
|
2022
Q3 | $931K | Buy |
|
|||||
|
2022
Q2 | $32K | Buy |
|
|||||
|
2022
Q1 | $34K | Sell |
|
|||||
|
2021
Q4 | $1.27M | Buy |
|
|||||
|
2021
Q3 | $341K | Buy |
|
|||||
|
2021
Q2 | $342K | Buy |
|
|||||
|
2021
Q1 | $313K | Sell |
|
|||||
|
2020
Q4 | $378K | Sell |
|
|||||
|
2020
Q3 | $385K | Hold |
|
|||||
|
2020
Q2 | $386K | Hold |
|
|||||
|
2020
Q1 | $377K | Buy |
|
|||||
|
2019
Q4 | $199K | Buy |
|
|||||
|
2019
Q3 | $7K | Sell |
|
|||||
|
2019
Q2 | $197K | Sell |
|
|||||
|
2019
Q1 | $442K | Hold |
|
|||||
|
2018
Q4 | $431K | Buy |
|
|||||
|
2018
Q3 | $405K | Sell |
|
|||||
|
2018
Q2 | $430K | Hold |
|
|||||
|
2018
Q1 | $434K | Hold |
|
|||||
|
2017
Q4 | $443K | Hold |
|
|||||
|
2017
Q3 | $444K | Hold |
|
|||||
|
2017
Q2 | $443K | Hold |
|
|||||
|
2017
Q1 | $439K | Sell |
|
|||||
|
2016
Q4 | $2.39M | Buy |
|
|||||
|
2016
Q3 | $7K | Hold |
|
|||||
|
2016
Q2 | $7K | Hold |
|
|||||
|
2016
Q1 | $7K | Hold |
|
|||||
|
2015
Q4 | $7K | Sell |
|
|||||
|
2015
Q3 | $13K | Sell |
|
|||||
|
2015
Q2 | $56K | Buy |
|
|||||
|
2015
Q1 | $7K | Hold |
|
|||||
|
2014
Q4 | $7K | Hold |
|
|||||
|
2014
Q3 | $7K | Hold |
|
|||||
|
2014
Q2 | $7K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $7K | Hold |
|
|||||
|
2013
Q3 | $7K | Buy |
|