Outlook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $226K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $1.82M | Sell |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $3.11M | Sell |
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|
2020
Q2 | $3.36M | Sell |
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|
2020
Q1 | $3.6M | Buy |
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