JNBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.8K | Sell |
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|
2025
Q2 | $79K | Hold |
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|
2025
Q1 | $78.7K | Sell |
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|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $143K | Sell |
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|
2022
Q3 | $164K | Buy |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $7K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $6K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $139K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $77K | Sell |
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|
2017
Q3 | $107K | Buy |
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $103K | Buy |
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|
2016
Q4 | $81K | Sell |
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|
2016
Q3 | $190K | Buy |
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|
2016
Q2 | $95K | Buy |
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|
2016
Q1 | $30K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $71K | Buy |
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|
2013
Q3 | $57K | Sell |
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|
2013
Q2 | $84K | Buy |
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