Huber Financial Advisors’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
2020
Q1
$275K Buy
2019
Q4
$253K Sell
2019
Q3
$298K Buy
2019
Q2
$279K Buy
2019
Q1
$243K Buy
2018
Q4
$236K Sell
2018
Q3
$244K Buy
2018
Q2
$243K Sell
2018
Q1
$248K Buy
2017
Q4
$218K Buy