High Note Wealth’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
Q2 | $10.8M | Sell |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $8.1M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $475K | Buy |
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