SC&H Financial 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
Q2 | $2.22M | Buy |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $763K | Buy |
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