RMAM
Raab & Moskowitz Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $242K | Buy |
+2,441
| New | +$242K | 0.06% | 173 |
|
2025
Q1 | – | Sell |
-2,228
| Closed | -$216K | – | 178 |
|
2024
Q4 | $216K | Buy |
+2,228
| New | +$216K | 0.05% | 164 |
|
2024
Q3 | – | Sell |
-2,228
| Closed | -$216K | – | 170 |
|
2024
Q2 | $216K | Buy |
+2,228
| New | +$216K | 0.06% | 161 |
|
2020
Q1 | – | Sell |
-130
| Closed | -$14K | – | 141 |
|
2019
Q4 | $14K | Buy |
+130
| New | +$14K | 0.01% | 366 |
|
2018
Q4 | – | Sell |
-162
| Closed | -$17K | – | 166 |
|
2018
Q3 | $17K | Buy |
+162
| New | +$17K | 0.01% | 365 |
|
2015
Q1 | – | Sell |
-774
| Closed | -$85K | – | 122 |
|
2014
Q4 | $85K | Buy |
+774
| New | +$85K | 0.05% | 152 |
|