New England Professional Planning 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
Q3 | – | Sell |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $312K | Hold |
|
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $410K | Hold |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $388K | Hold |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $314K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $751K | Buy |
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|
2015
Q1 | $204K | Hold |
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|
2014
Q4 | $207K | Buy |
|