McCollum Christoferson Group’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
2024
Q4
Sell
2024
Q3
$203K Sell
2024
Q2
$417K Hold
2024
Q1
$421K Hold
2023
Q4
$427K Hold
2023
Q3
$404K Hold
2023
Q2
$421K Hold
2023
Q1
$428K Hold
2022
Q4
$417K Hold
2022
Q3
$414K Hold
2022
Q2
$437K Hold
2022
Q1
$461K Hold
2021
Q4
$491K Hold
2021
Q3
$494K Hold
2021
Q2
$496K Buy
2021
Q1
$427K Hold
2020
Q4
$443K Buy
2020
Q3
$431K Hold
2020
Q2
$431K Buy
2020
Q1
$401K Hold
2019
Q4
$391K Buy