FSM Wealth 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 | $304K | Buy |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $609K | Buy |
|