Golden State Equity Partners’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 | $9.47M | Buy |
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2025
Q2 | $8.31M | Buy |
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2025
Q1 | $3.7M | Sell |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $2.56M | Buy |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $234K | Buy |
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