Leonard Rickey Investment 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 | $670K | Buy |
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|
2025
Q2 | $659K | Sell |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $626K | Sell |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $336K | Buy |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | $270K | Buy |
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|
2019
Q1 | $248K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $274K | Buy |
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