Moisand Fitzgerald Tamayo’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 | $18.6K | Hold |
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|
2025
Q2 | $18.5K | Hold |
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|
2025
Q1 | $18.4K | Sell |
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|
2024
Q4 | $45.4K | Hold |
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|
2024
Q3 | $47.5K | Sell |
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|
2024
Q2 | $53.5K | Sell |
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|
2024
Q1 | $66.4K | Sell |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $352K | Sell |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $368K | Hold |
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|
2020
Q4 | $382K | Hold |
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|
2020
Q3 | $382K | Hold |
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|
2020
Q2 | $382K | Hold |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $360K | Buy |
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|
2018
Q2 | $360K | Buy |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $356K | Sell |
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|
2017
Q3 | $374K | Buy |
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|
2017
Q2 | $371K | Buy |
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|
2017
Q1 | $365K | Hold |
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|
2016
Q4 | $364K | Hold |
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|
2016
Q3 | $379K | Hold |
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|
2016
Q2 | $379K | Sell |
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|
2016
Q1 | $389K | Sell |
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|
2015
Q4 | $422K | Buy |
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