Guardian Wealth Advisors (Minnesota)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $226K | Sell |
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2022
Q3 | $388K | Sell |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $690K | Sell |
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|
2021
Q3 | $748K | Sell |
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|
2021
Q2 | $777K | Sell |
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|
2021
Q1 | $817K | Sell |
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|
2020
Q4 | $1.08M | Buy |
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