Octavia 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
Q2 | $24.8M | Buy |
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|
2025
Q1 | $24.2M | Buy |
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|
2024
Q4 | $21.9M | Buy |
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|
2024
Q3 | $21.6M | Buy |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $312K | Buy |
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