RDFA
Ritter Daniher Financial Advisory’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 | $128K | Hold |
1,290
| – | – | 0.03% | 113 |
|
|
2025
Q1 | $128K | Hold |
1,290
| – | – | 0.03% | 110 |
|
|
2024
Q4 | $125K | Hold |
1,290
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $131K | Hold |
1,290
| – | – | 0.04% | 103 |
|
|
2024
Q2 | $125K | Buy |
1,290
+15
| +1% | +$1.46K | 0.04% | 101 |
|
|
2024
Q1 | $125K | Hold |
1,275
| – | – | 0.04% | 102 |
|
|
2023
Q4 | $127K | Sell |
1,275
-571
| -31% | -$56.7K | 0.05% | 100 |
|
|
2023
Q3 | $174K | Buy |
1,846
+566
| +44% | +$53.2K | 0.07% | 73 |
|
|
2023
Q2 | $125K | Buy |
1,280
+5
| +0.4% | +$490 | 0.05% | 89 |
|
|
2023
Q1 | $127K | Hold |
1,275
| – | – | 0.06% | 84 |
|
|
2022
Q4 | $124K | Hold |
1,275
| – | – | 0.06% | 90 |
|
|
2022
Q3 | $123K | Hold |
1,275
| – | – | 0.09% | 78 |
|
|
2022
Q2 | $130K | Sell |
1,275
-563
| -31% | -$57.4K | 0.09% | 75 |
|
|
2022
Q1 | $197K | Buy |
1,838
+563
| +44% | +$60.3K | 0.14% | 57 |
|
|
2021
Q4 | $145K | Hold |
1,275
| – | – | 0.1% | 71 |
|
|
2021
Q3 | $146K | Hold |
1,275
| – | – | 0.11% | 65 |
|
|
2021
Q2 | $147K | Buy |
1,275
+415
| +48% | +$47.8K | 0.11% | 62 |
|
|
2021
Q1 | $98K | Hold |
860
| – | – | 0.08% | 72 |
|
|
2020
Q4 | $102K | Buy |
+860
| New | +$102K | 0.09% | 69 |
|