Planned Solutions’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 | $653K | Buy |
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|
2025
Q2 | $624K | Buy |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $599K | Buy |
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|
2021
Q2 | $624K | Buy |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $197K | Buy |
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