Optimum Investment 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 | $6.01K | Hold |
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|
2025
Q2 | $5.95K | Hold |
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|
2025
Q1 | $5.93K | Hold |
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|
2024
Q4 | $5.81K | Hold |
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|
2024
Q3 | $6.08K | Hold |
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|
2024
Q2 | $5.82K | Hold |
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|
2024
Q1 | $5.88K | Hold |
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|
2023
Q4 | $5.96K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $202K | Buy |
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|
2015
Q1 | $152K | Hold |
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|
2014
Q4 | $150K | Hold |
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|
2014
Q3 | $149K | Sell |
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|
2014
Q2 | $156K | Buy |
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|
2014
Q1 | $99K | Hold |
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|
2013
Q4 | $98K | Sell |
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|
2013
Q3 | $172K | Buy |
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