Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $28.7M | Buy |
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|
2023
Q1 | $28.3M | Sell |
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|
2022
Q4 | $27.6M | Sell |
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|
2022
Q3 | $37.2M | Buy |
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|
2022
Q2 | $30.5M | Buy |
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|
2022
Q1 | $26.9M | Buy |
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|
2021
Q4 | $26.3M | Buy |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $429K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $133K | Hold |
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|
2018
Q4 | $130K | Hold |
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|
2018
Q3 | $128K | Hold |
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|
2018
Q2 | $130K | Hold |
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|
2018
Q1 | $130K | Buy |
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|
2017
Q4 | $52K | Buy |
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