Patriot Financial Group Insurance Agency’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 | $4.54M | Buy |
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|
2025
Q2 | $3.95M | Buy |
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2025
Q1 | $3.45M | Buy |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.47M | Sell |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $2.56M | Buy |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $4.37M | Buy |
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|
2019
Q3 | $4.39M | Buy |
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|
2019
Q2 | $2.51M | Sell |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $1.81M | Sell |
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|
2018
Q2 | $2M | Buy |
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|
2018
Q1 | $1.63M | Buy |
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|
2017
Q4 | $752K | Buy |
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|
2017
Q3 | $92K | Sell |
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|
2017
Q2 | $100K | Sell |
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|
2017
Q1 | $238K | Buy |
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|
2016
Q4 | $115K | Buy |
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