Ritter Daniher Financial Advisory’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 | $129K | Hold |
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|
2025
Q2 | $128K | Hold |
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|
2025
Q1 | $128K | Hold |
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|
2024
Q4 | $125K | Hold |
|
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $125K | Buy |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $127K | Sell |
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|
2023
Q3 | $174K | Buy |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $127K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $123K | Hold |
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|
2022
Q2 | $130K | Sell |
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|
2022
Q1 | $197K | Buy |
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|
2021
Q4 | $145K | Hold |
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|
2021
Q3 | $146K | Hold |
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|
2021
Q2 | $147K | Buy |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $102K | Buy |
|