Narus Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q1 | $2.11M | Buy |
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|
2019
Q4 | $1.62M | Sell |
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|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $1.66M | Buy |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $1.23M | Sell |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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