Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14K | Sell |
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|
2024
Q3 | $348K | Sell |
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2024
Q2 | $344K | Sell |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $733K | Sell |
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|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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