Madison Wealth Management’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 | $475K | Sell |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $3.47M | Buy |
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|
2021
Q3 | $598K | Sell |
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|
2021
Q2 | $771K | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $805K | Buy |
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|
2020
Q3 | $707K | Sell |
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|
2020
Q2 | $831K | Buy |
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|
2020
Q1 | $516K | Buy |
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|
2019
Q4 | $211K | Buy |
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