Fragasso Financial 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 | $271K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $791K | Sell |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $3.12M | Sell |
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|
2020
Q3 | $3.54M | Sell |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $3.82M | Sell |
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|
2019
Q4 | $3.79M | Buy |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.56M | Sell |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $2.6M | Buy |
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|
2018
Q3 | $2.07M | Sell |
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|
2018
Q2 | $4.88M | Sell |
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|
2018
Q1 | $6.64M | Sell |
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|
2017
Q4 | $6.94M | Sell |
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|
2017
Q3 | $14.6M | Sell |
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|
2017
Q2 | $33.4M | Buy |
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|
2017
Q1 | $32.1M | Buy |
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|
2016
Q4 | $30.4M | Buy |
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|
2016
Q3 | $31M | Sell |
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|
2016
Q2 | $31.1M | Buy |
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|
2016
Q1 | $29.8M | Buy |
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|
2015
Q4 | $28.1M | Sell |
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|
2015
Q3 | $39M | Sell |
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|
2015
Q2 | $54.9M | Buy |
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|
2015
Q1 | $55.1M | Buy |
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