Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $10.2M | Sell |
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|
2020
Q2 | $13.7M | Sell |
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|
2020
Q1 | $41.1M | Buy |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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|
2018
Q2 | $9K | Sell |
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|
2018
Q1 | $209K | Sell |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $12M | Buy |
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|
2017
Q2 | $5.93M | Sell |
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|
2017
Q1 | $31.9M | Sell |
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|
2016
Q4 | $32M | Sell |
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|
2016
Q3 | $34.4M | Buy |
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|
2016
Q2 | $33.6M | Buy |
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|
2016
Q1 | $29.5M | Buy |
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|
2015
Q4 | $25.7M | Buy |
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|
2015
Q3 | $24.9M | Buy |
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|
2015
Q2 | $24.1M | Sell |
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|
2015
Q1 | $26.2M | Buy |
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|
2014
Q4 | $23.5M | Buy |
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|
2014
Q3 | $21.5M | Buy |
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|
2014
Q2 | $20.9M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $0 | Buy |
|