Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $375K | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $903K | Buy |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $800K | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $4.61M | Sell |
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|
2020
Q2 | $4.9M | Sell |
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|
2020
Q1 | $6.36M | Sell |
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|
2019
Q4 | $6.31M | Buy |
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|
2019
Q3 | $5.87M | Buy |
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|
2019
Q2 | $5.08M | Buy |
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|
2019
Q1 | $4.88M | Buy |
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|
2018
Q4 | $4.25M | Buy |
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|
2018
Q3 | $4.19M | Sell |
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|
2018
Q2 | $4.54M | Buy |
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|
2018
Q1 | $4.56M | Buy |
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|
2017
Q4 | $952K | Buy |
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|
2017
Q3 | $251K | Buy |
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|
2017
Q2 | $249K | Buy |
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