Phocas Financial Corp’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 | – | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $271K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $588K | Hold |
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|
2021
Q1 | $581K | Buy |
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