LRIA
Leonard Rickey Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Sell |
6,639
-51
| -0.8% | -$5.06K | 0.13% | 54 |
|
|
2025
Q1 | $653K | Buy |
6,690
+134
| +2% | +$13.1K | 0.14% | 51 |
|
|
2024
Q4 | $635K | Buy |
6,556
+377
| +6% | +$36.5K | 0.15% | 54 |
|
|
2024
Q3 | $626K | Sell |
6,179
-148
| -2% | -$15K | 0.14% | 54 |
|
|
2024
Q2 | $614K | Buy |
6,327
+6
| +0.1% | +$582 | 0.15% | 52 |
|
|
2024
Q1 | $619K | Buy |
6,321
+179
| +3% | +$17.5K | 0.16% | 46 |
|
|
2023
Q4 | $610K | Buy |
6,142
+388
| +7% | +$38.5K | 0.18% | 48 |
|
|
2023
Q3 | $541K | Buy |
+5,754
| New | +$541K | 0.18% | 47 |
|
|
2020
Q3 | – | Sell |
-2,503
| Closed | -$296K | – | 59 |
|
|
2020
Q2 | $296K | Sell |
2,503
-408
| -14% | -$48.2K | 0.19% | 44 |
|
|
2020
Q1 | $336K | Buy |
2,911
+24
| +0.8% | +$2.77K | 0.26% | 36 |
|
|
2019
Q4 | $324K | Sell |
2,887
-365
| -11% | -$41K | 0.2% | 49 |
|
|
2019
Q3 | $368K | Buy |
3,252
+827
| +34% | +$93.6K | 0.24% | 42 |
|
|
2019
Q2 | $270K | Buy |
2,425
+151
| +7% | +$16.8K | 0.18% | 54 |
|
|
2019
Q1 | $248K | Buy |
+2,274
| New | +$248K | 0.18% | 61 |
|
|
2018
Q1 | – | Sell |
-2,508
| Closed | -$274K | – | 62 |
|
|
2017
Q4 | $274K | Buy |
+2,508
| New | +$274K | 0.21% | 52 |
|