Lumature Wealth Partners’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
Q2 | $243K | Sell |
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2023
Q1 | $255K | Sell |
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2022
Q4 | $281K | Sell |
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2022
Q3 | $458K | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $6.06M | Buy |
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|
2021
Q3 | $5.94M | Buy |
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|
2021
Q2 | $5.51M | Buy |
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|
2021
Q1 | $4.77M | Buy |
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|
2020
Q4 | $2.9M | Buy |
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