GPA
Garrison Point Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
13,580
-40
| -0.3% | -$3.97K | 0.62% | 45 |
|
|
2025
Q1 | $1.35M | Buy |
13,620
+295
| +2% | +$29.2K | 0.65% | 45 |
|
|
2024
Q4 | $1.29M | Buy |
13,325
+275
| +2% | +$26.6K | 0.61% | 46 |
|
|
2024
Q3 | $1.32M | Buy |
13,050
+40
| +0.3% | +$4.05K | 0.82% | 37 |
|
|
2024
Q2 | $1.26M | Buy |
13,010
+365
| +3% | +$35.4K | 0.83% | 34 |
|
|
2024
Q1 | $1.24M | Buy |
12,645
+595
| +5% | +$58.3K | 0.8% | 38 |
|
|
2023
Q4 | $1.2M | Buy |
12,050
+390
| +3% | +$38.7K | 0.84% | 38 |
|
|
2023
Q3 | $1.1M | Sell |
11,660
-5
| -0% | -$470 | 0.85% | 35 |
|
|
2023
Q2 | $1.14M | Sell |
11,665
-187
| -2% | -$18.3K | 0.82% | 36 |
|
|
2023
Q1 | $1.18M | Buy |
11,852
+177
| +2% | +$17.6K | 0.89% | 36 |
|
|
2022
Q4 | $1.13M | Sell |
11,675
-437
| -4% | -$42.4K | 0.93% | 34 |
|
|
2022
Q3 | $1.17M | Hold |
12,112
| – | – | 1.04% | 30 |
|
|
2022
Q2 | $1.23M | Hold |
12,112
| – | – | 1.02% | 32 |
|
|
2022
Q1 | $1.3M | Sell |
12,112
-2
| -0% | -$214 | 0.91% | 33 |
|
|
2021
Q4 | $1.38M | Sell |
12,114
-40
| -0.3% | -$4.56K | 0.92% | 31 |
|
|
2021
Q3 | $1.4M | Buy |
12,154
+2
| +0% | +$230 | 1.01% | 30 |
|
|
2021
Q2 | $1.4M | Sell |
12,152
-190
| -2% | -$21.9K | 1.01% | 30 |
|
|
2021
Q1 | $1.41M | Hold |
12,342
| – | – | 1.09% | 30 |
|
|
2020
Q4 | $1.46M | Sell |
12,342
-75
| -0.6% | -$8.87K | 1.17% | 26 |
|
|
2020
Q3 | $1.47M | Sell |
12,417
-80
| -0.6% | -$9.45K | 1.33% | 21 |
|
|
2020
Q2 | $1.48M | Sell |
12,497
-75
| -0.6% | -$8.86K | 1.46% | 20 |
|
|
2020
Q1 | $1.45M | Sell |
12,572
-230
| -2% | -$26.5K | 1.77% | 12 |
|
|
2019
Q4 | $1.44M | Buy |
12,802
+1,325
| +12% | +$149K | 1.32% | 27 |
|
|
2019
Q3 | $1.3M | Buy |
11,477
+1,690
| +17% | +$191K | 1.29% | 28 |
|
|
2019
Q2 | $1.09M | Buy |
9,787
+2,925
| +43% | +$326K | 1.09% | 34 |
|
|
2019
Q1 | $748K | Buy |
6,862
+1,285
| +23% | +$140K | 0.78% | 50 |
|
|
2018
Q4 | $594K | Buy |
+5,577
| New | +$594K | 0.73% | 56 |
|