Founders Capital Management (Texas)’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
Q2 | $19.8K | Hold |
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2025
Q1 | $19.8K | Hold |
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|
2024
Q4 | $19.4K | Hold |
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|
2024
Q3 | $20.3K | Hold |
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|
2024
Q2 | $19.4K | Hold |
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|
2024
Q1 | $19.6K | Sell |
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|
2023
Q4 | $49.6K | Sell |
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|
2023
Q3 | $70.5K | Sell |
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|
2023
Q2 | $88.2K | Sell |
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|
2023
Q1 | $98K | Sell |
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|
2022
Q4 | $737K | Sell |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.63M | Hold |
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|
2021
Q4 | $2.63M | Sell |
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|
2021
Q3 | $2.68M | Buy |
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|
2021
Q2 | $2.65M | Sell |
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|
2021
Q1 | $2.66M | Sell |
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|
2020
Q4 | $3.09M | Buy |
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|
2020
Q1 | $3.5M | Buy |
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|
2019
Q4 | $3.2M | Buy |
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|
2019
Q3 | $2.57M | Buy |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $103K | Sell |
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|
2018
Q4 | $101K | Sell |
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|
2018
Q3 | $106K | Sell |
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|
2018
Q2 | $138K | Sell |
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|
2018
Q1 | $182K | Buy |
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|
2017
Q4 | $174K | Hold |
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|
2017
Q3 | $175K | Buy |
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|
2017
Q2 | $172K | Hold |
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|
2017
Q1 | $170K | Buy |
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