Guardian Wealth Advisors (Minnesota)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,427
| Closed | -$242K | – | 71 |
|
|
2023
Q1 | $242K | Buy |
2,427
+100
| +4% | +$9.97K | 0.19% | 63 |
|
|
2022
Q4 | $226K | Sell |
2,327
-1,700
| -42% | -$165K | 0.2% | 60 |
|
|
2022
Q3 | $388K | Sell |
4,027
-502
| -11% | -$48.4K | 0.38% | 44 |
|
|
2022
Q2 | $460K | Sell |
4,529
-1,452
| -24% | -$147K | 0.42% | 39 |
|
|
2022
Q1 | $641K | Sell |
5,981
-67
| -1% | -$7.18K | 0.53% | 28 |
|
|
2021
Q4 | $690K | Sell |
6,048
-462
| -7% | -$52.7K | 0.55% | 27 |
|
|
2021
Q3 | $748K | Sell |
6,510
-224
| -3% | -$25.7K | 0.67% | 22 |
|
|
2021
Q2 | $777K | Sell |
6,734
-447
| -6% | -$51.6K | 0.67% | 23 |
|
|
2021
Q1 | $817K | Sell |
7,181
-1,951
| -21% | -$222K | 0.76% | 21 |
|
|
2020
Q4 | $1.08M | Buy |
+9,132
| New | +$1.08M | 1.07% | 17 |
|