Insight Wealth Strategies’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
Q2 | – | Sell |
-4,056
| Closed | -$404K | – | 137 |
|
|
2023
Q1 | $404K | Buy |
4,056
+696
| +21% | +$69.3K | 0.08% | 117 |
|
|
2022
Q4 | $326K | Sell |
3,360
-241
| -7% | -$23.4K | 0.06% | 120 |
|
|
2022
Q3 | $366K | Hold |
3,601
| – | – | 0.07% | 120 |
|
|
2022
Q2 | $366K | Sell |
3,601
-341
| -9% | -$34.7K | 0.07% | 120 |
|
|
2022
Q1 | $422K | Buy |
3,942
+303
| +8% | +$32.4K | 0.06% | 126 |
|
|
2021
Q4 | $415K | Sell |
3,639
-424
| -10% | -$48.4K | 0.06% | 125 |
|
|
2021
Q3 | $467K | Buy |
4,063
+301
| +8% | +$34.6K | 0.07% | 143 |
|
|
2021
Q2 | $434K | Sell |
3,762
-409
| -10% | -$47.2K | 0.06% | 146 |
|
|
2021
Q1 | $475K | Sell |
4,171
-890
| -18% | -$101K | 0.06% | 145 |
|
|
2020
Q4 | $598K | Sell |
5,061
-113
| -2% | -$13.4K | 0.1% | 104 |
|
|
2020
Q3 | $611K | Sell |
5,174
-6,320
| -55% | -$746K | 0.11% | 86 |
|
|
2020
Q2 | $1.36M | Buy |
11,494
+8,162
| +245% | +$965K | 0.3% | 33 |
|
|
2020
Q1 | $384K | Sell |
3,332
-7,079
| -68% | -$816K | 0.1% | 95 |
|
|
2019
Q4 | $1.17M | Buy |
10,411
+8,579
| +468% | +$964K | 0.25% | 70 |
|
|
2019
Q3 | $207K | Sell |
1,832
-6,223
| -77% | -$703K | 0.05% | 182 |
|
|
2019
Q2 | $897K | Buy |
+8,055
| New | +$897K | 0.22% | 73 |
|