Harvest Group Wealth Management’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
Q1 | $338K | Sell |
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|
2022
Q4 | $393K | Hold |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $530K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $91K | Buy |
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|
2019
Q1 | $86K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8.18M | Sell |
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|
2018
Q1 | $8.87M | Sell |
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|
2017
Q4 | $9.11M | Buy |
|