Kowal Investment Group’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
Q3 | $6.23M | Buy |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $4.42M | Buy |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $3.17M | Buy |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $757K | Sell |
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|
2021
Q2 | $777K | Buy |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $272K | Buy |
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