Foundations Investment 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 | $3.96M | Buy |
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|
2025
Q2 | $3.75M | Sell |
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|
2025
Q1 | $15.7M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $19.7M | Buy |
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|
2024
Q2 | $8.84M | Buy |
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|
2024
Q1 | $8.09M | Sell |
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|
2023
Q4 | $13.6M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $14.4M | Buy |
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|
2023
Q1 | $692K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $501K | Buy |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $287K | Sell |
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|
2021
Q2 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $18.1M | Buy |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $8.72M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $357K | Sell |
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|
2018
Q3 | $4.63M | Buy |
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|
2018
Q2 | $4.24M | Buy |
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