Meadow Creek Wealth 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 | $355K | Sell |
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|
2025
Q2 | $358K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $359K | Buy |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $446K | Buy |
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|
2019
Q4 | $497K | Buy |
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