Reilly Financial Advisors’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
Q4 | $861K | Buy |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $686K | Sell |
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|
2021
Q1 | $685K | Buy |
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|
2020
Q4 | $701K | Buy |
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|
2020
Q3 | $699K | Sell |
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|
2020
Q2 | $711K | Sell |
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|
2020
Q1 | $823K | Buy |
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|
2019
Q4 | $801K | Buy |
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|
2019
Q3 | $805K | Buy |
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|
2019
Q2 | $629K | Buy |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $292K | Buy |
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|
2018
Q2 | $281K | Buy |
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|
2018
Q1 | $282K | Sell |
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|
2017
Q4 | $303K | Buy |
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|
2017
Q3 | $303K | Buy |
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|
2017
Q2 | $301K | Buy |
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|
2017
Q1 | $288K | Buy |
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|
2016
Q4 | $274K | Sell |
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|
2016
Q3 | $297K | Sell |
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|
2016
Q2 | $337K | Buy |
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|
2016
Q1 | $330K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $285K | Sell |
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|
2015
Q2 | $331K | Sell |
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|
2015
Q1 | $385K | Buy |
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|
2014
Q4 | $283K | Sell |
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|
2014
Q3 | $291K | Buy |
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|
2014
Q2 | $290K | Buy |
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|
2014
Q1 | $278K | Sell |
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|
2013
Q4 | $358K | Sell |
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|
2013
Q3 | $464K | Buy |
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|
2013
Q2 | $270K | Buy |
|