SIA
Schechter Investment Advisors’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
Q1 | $2.33M | Sell |
23,599
-16,484
| -41% | -$1.63M | 0.19% | 105 |
|
|
2024
Q4 | $3.88M | Buy |
40,083
+18,191
| +83% | +$1.76M | 0.3% | 70 |
|
|
2024
Q3 | $2.22M | Buy |
21,892
+10,283
| +89% | +$1.04M | 0.16% | 118 |
|
|
2024
Q2 | $1.13M | Sell |
11,609
-2,536
| -18% | -$246K | 0.08% | 214 |
|
|
2024
Q1 | $1.39M | Sell |
14,145
-37
| -0.3% | -$3.62K | 0.1% | 187 |
|
|
2023
Q4 | $1.41M | Buy |
14,182
+120
| +0.9% | +$11.9K | 0.12% | 163 |
|
|
2023
Q3 | $1.32M | Sell |
14,062
-890
| -6% | -$83.7K | 0.13% | 171 |
|
|
2023
Q2 | $1.46M | Buy |
14,952
+479
| +3% | +$46.9K | 0.13% | 166 |
|
|
2023
Q1 | $1.44M | Sell |
14,473
-132,899
| -90% | -$13.2M | 0.13% | 182 |
|
|
2022
Q4 | $14.3M | Buy |
147,372
+135,693
| +1,162% | +$13.2M | 1.3% | 8 |
|
|
2022
Q3 | $1.13M | Buy |
11,679
+112
| +1% | +$10.8K | 0.11% | 237 |
|
|
2022
Q2 | $1.18M | Sell |
11,567
-806
| -7% | -$81.9K | 0.11% | 227 |
|
|
2022
Q1 | $1.33M | Sell |
12,373
-162,832
| -93% | -$17.4M | 0.12% | 208 |
|
|
2021
Q4 | $20M | Buy |
+175,205
| New | +$20M | 1.8% | 5 |
|