GPA
Guidance Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,677
| Closed | -$252K | – | 68 |
|
|
2023
Q3 | $252K | Sell |
2,677
-5,912
| -69% | -$556K | 0.1% | 63 |
|
|
2023
Q2 | $841K | Sell |
8,589
-2,356
| -22% | -$231K | 0.32% | 39 |
|
|
2023
Q1 | $1.09M | Buy |
10,945
+944
| +9% | +$94.1K | 0.44% | 36 |
|
|
2022
Q4 | $970K | Sell |
10,001
-3,812
| -28% | -$370K | 0.41% | 35 |
|
|
2022
Q3 | $1.34M | Sell |
13,813
-1,492
| -10% | -$145K | 0.61% | 34 |
|
|
2022
Q2 | $1.56M | Sell |
15,305
-66,050
| -81% | -$6.72M | 0.67% | 34 |
|
|
2022
Q1 | $5.82M | Sell |
81,355
-55,681
| -41% | -$3.98M | 2.2% | 9 |
|
|
2021
Q4 | $15.9M | Sell |
137,036
-1,224
| -0.9% | -$142K | 5.75% | 3 |
|
|
2021
Q3 | $15.9M | Buy |
138,260
+8,082
| +6% | +$928K | 5.79% | 3 |
|
|
2021
Q2 | $15M | Buy |
130,178
+24,946
| +24% | +$2.88M | 5.83% | 3 |
|
|
2021
Q1 | $12M | Buy |
105,232
+10,504
| +11% | +$1.2M | 4.97% | 3 |
|
|
2020
Q4 | $11.2M | Buy |
94,728
+12,563
| +15% | +$1.48M | 5.15% | 3 |
|
|
2020
Q3 | $9.7M | Buy |
82,165
+4,786
| +6% | +$565K | 5.35% | 4 |
|
|
2020
Q2 | $9.15M | Buy |
77,379
+9,463
| +14% | +$1.12M | 5.08% | 4 |
|
|
2020
Q1 | $7.99M | Buy |
67,916
+7,825
| +13% | +$921K | 5.2% | 3 |
|
|
2019
Q4 | $6.73M | Buy |
60,091
+7,986
| +15% | +$895K | 3.29% | 7 |
|
|
2019
Q3 | $5.94M | Buy |
52,105
+8,168
| +19% | +$931K | 3.25% | 7 |
|
|
2019
Q2 | $4.89M | Sell |
43,937
-189
| -0.4% | -$21K | 2.77% | 9 |
|
|
2019
Q1 | $4.81M | Buy |
44,126
+2,477
| +6% | +$270K | 2.84% | 9 |
|
|
2018
Q4 | $4.44M | Buy |
+41,649
| New | +$4.44M | 2.88% | 9 |
|