Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $24.4K | Hold |
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|
2024
Q4 | $23.9K | Hold |
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2024
Q3 | $25K | Hold |
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|
2024
Q2 | $24K | Hold |
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|
2024
Q1 | $23.9K | Hold |
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|
2023
Q4 | $24.5K | Hold |
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|
2023
Q3 | $23K | Sell |
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|
2023
Q2 | $35.8K | Hold |
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|
2023
Q1 | $36.6K | Sell |
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|
2022
Q4 | $61.9K | Buy |
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|
2022
Q3 | $48.7K | Hold |
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|
2022
Q2 | $51.5K | Sell |
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|
2022
Q1 | $56.9K | Hold |
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|
2021
Q4 | $60.8K | Sell |
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|
2021
Q3 | $67.7K | Sell |
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|
2021
Q2 | $72.1K | Buy |
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|
2021
Q1 | $65K | Sell |
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|
2020
Q4 | $67.5K | Sell |
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|
2020
Q3 | $149K | Hold |
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|
2020
Q2 | $149K | Buy |
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|
2020
Q1 | $103K | Sell |
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|
2019
Q4 | $148K | Buy |
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