Sax Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $2.99M | Sell |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $3.46M | Buy |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $612K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $231K | Buy |
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