GA
Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.1M | Buy |
321,417
+3,093
| +1% | +$300K | 2.05% | 6 |
|
|
2024
Q3 | $32.2M | Buy |
318,324
+20,843
| +7% | +$2.11M | 2.23% | 6 |
|
|
2024
Q2 | $28.9M | Buy |
297,481
+39,906
| +15% | +$3.87M | 2.14% | 6 |
|
|
2024
Q1 | $25.2M | Buy |
257,575
+16,849
| +7% | +$1.65M | 2.05% | 6 |
|
|
2023
Q4 | $23.9M | Buy |
240,726
+6,562
| +3% | +$651K | 2.33% | 6 |
|
|
2023
Q3 | $22M | Buy |
+234,164
| New | +$22M | 2.56% | 6 |
|