Jacobson & Schmitt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $531K | Sell |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $576K | Sell |
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|
2020
Q2 | $594K | Sell |
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|
2020
Q1 | $701K | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.6M | Sell |
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|
2019
Q2 | $8.52M | Buy |
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|
2019
Q1 | $6.88M | Buy |
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|
2018
Q4 | $4.74M | Buy |
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|
2018
Q3 | $4.25M | Buy |
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|
2018
Q2 | $3.38M | Sell |
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|
2018
Q1 | $4.86M | Buy |
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|
2017
Q4 | $3.62M | Sell |
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|
2017
Q3 | $3.68M | Buy |
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|
2017
Q2 | $2.63M | Buy |
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|
2017
Q1 | $1.95M | Buy |
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|
2016
Q4 | $480K | Buy |
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