RMR Wealth Builders’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
Q2 | – | Sell |
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|
2025
Q1 | $208K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $730K | Sell |
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|
2022
Q3 | $759K | Sell |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $2.94M | Sell |
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|
2021
Q3 | $3.85M | Buy |
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|
2021
Q2 | $3.14M | Sell |
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|
2021
Q1 | $5.66M | Buy |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $6.45M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2019
Q4 | $764K | Buy |
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