Ridgewood Investments’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 | – | Sell |
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|
2025
Q2 | $140K | Hold |
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|
2025
Q1 | $139K | Sell |
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|
2024
Q4 | $138K | Hold |
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|
2024
Q3 | $144K | Sell |
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|
2024
Q2 | $161K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $171K | Hold |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $206K | Hold |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $312K | Buy |
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|
2020
Q2 | $312K | Sell |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $259K | Hold |
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|
2018
Q3 | $259K | Hold |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $271K | Sell |
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|
2017
Q4 | $278K | Buy |
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|
2017
Q3 | $277K | Sell |
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|
2017
Q2 | $280K | Buy |
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|
2017
Q1 | $275K | Buy |
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|
2016
Q4 | $245K | Buy |
|