Laurel Wealth Advisors (North Carolina)’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
Q2 | $82K | Buy |
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|
2025
Q1 | $8.11K | Sell |
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|
2024
Q4 | $13.8K | Sell |
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|
2024
Q3 | $24.5K | Buy |
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|
2024
Q2 | $17.7K | Hold |
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|
2024
Q1 | $17.8K | Hold |
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|
2023
Q4 | $18.1K | Hold |
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|
2023
Q3 | $17.1K | Sell |
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|
2023
Q2 | $22.2K | Hold |
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|
2023
Q1 | $22.6K | Hold |
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|
2022
Q4 | $22K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $39K | Sell |
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|
2020
Q1 | $39K | Sell |
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|
2019
Q4 | $40K | Buy |
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|
2019
Q3 | $27K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $26K | Hold |
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|
2018
Q4 | $25K | Buy |
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