SFA
Sequoia Financial 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
Q2 | $14.7M | Sell |
147,791
-11,989
| -8% | -$1.19M | 0.1% | 153 |
|
|
2025
Q1 | $15.8M | Sell |
159,780
-6,848
| -4% | -$677K | 0.12% | 144 |
|
|
2024
Q4 | $16.1M | Sell |
166,628
-13,992
| -8% | -$1.36M | 0.16% | 132 |
|
|
2024
Q3 | $18.3M | Sell |
180,620
-44,070
| -20% | -$4.46M | 0.2% | 106 |
|
|
2024
Q2 | $21.8M | Sell |
224,690
-1,996,226
| -90% | -$194M | 0.26% | 88 |
|
|
2024
Q1 | $218M | Buy |
2,220,916
+140,152
| +7% | +$13.7M | 2.7% | 5 |
|
|
2023
Q4 | $207M | Buy |
2,080,764
+159,110
| +8% | +$15.8M | 2.56% | 5 |
|
|
2023
Q3 | $181M | Buy |
1,921,654
+53,557
| +3% | +$5.04M | 3.17% | 4 |
|
|
2023
Q2 | $183M | Buy |
1,868,097
+46,148
| +3% | +$4.52M | 3.14% | 4 |
|
|
2023
Q1 | $182M | Buy |
1,821,949
+64,463
| +4% | +$6.42M | 4.03% | 4 |
|
|
2022
Q4 | $170M | Buy |
1,757,486
+109,890
| +7% | +$10.7M | 4.19% | 3 |
|
|
2022
Q3 | $159M | Sell |
1,647,596
-98,772
| -6% | -$9.52M | 5% | 3 |
|
|
2022
Q2 | $178M | Sell |
1,746,368
-20,021
| -1% | -$2.04M | 5.02% | 4 |
|
|
2022
Q1 | $189M | Buy |
1,766,389
+378,292
| +27% | +$40.5M | 4.73% | 3 |
|
|
2021
Q4 | $158M | Buy |
1,388,097
+1,060,468
| +324% | +$121M | 4.32% | 4 |
|
|
2021
Q3 | $37.6M | Sell |
327,629
-836,656
| -72% | -$96.1M | 3.82% | 4 |
|
|
2021
Q2 | $134M | Buy |
1,164,285
+61,343
| +6% | +$7.07M | 4.9% | 4 |
|
|
2021
Q1 | $126M | Sell |
1,102,942
-17,469
| -2% | -$1.99M | 5.26% | 3 |
|
|
2020
Q4 | $132M | Buy |
1,120,411
+61,353
| +6% | +$7.25M | 6.05% | 3 |
|
|
2020
Q3 | $125M | Buy |
1,059,058
+115,946
| +12% | +$13.7M | 6.59% | 3 |
|
|
2020
Q2 | $111M | Buy |
943,112
+25,935
| +3% | +$3.07M | 6.59% | 3 |
|
|
2020
Q1 | $106M | Buy |
917,177
+36,904
| +4% | +$4.26M | 7.81% | 3 |
|
|
2019
Q4 | $98.9M | Buy |
880,273
+63,248
| +8% | +$7.11M | 6.28% | 3 |
|
|
2019
Q3 | $92.5M | Buy |
817,025
+120,810
| +17% | +$13.7M | 6.7% | 3 |
|
|
2019
Q2 | $77.5M | Buy |
696,215
+138,207
| +25% | +$15.4M | 5.77% | 5 |
|
|
2019
Q1 | $60.9M | Buy |
558,008
+277,396
| +99% | +$30.3M | 5% | 5 |
|
|
2018
Q4 | $29.9M | Buy |
280,612
+44,527
| +19% | +$4.74M | 3.46% | 6 |
|
|
2018
Q3 | $24.9M | Buy |
236,085
+7,632
| +3% | +$805K | 2.48% | 7 |
|
|
2018
Q2 | $24.3M | Buy |
228,453
+4,048
| +2% | +$430K | 2.59% | 6 |
|
|
2018
Q1 | $24.1M | Sell |
224,405
-30,463
| -12% | -$3.27M | 2.53% | 7 |
|
|
2017
Q4 | $27.9M | Buy |
254,868
+20,255
| +9% | +$2.21M | 2.94% | 7 |
|
|
2017
Q3 | $25.7M | Buy |
234,613
+16,890
| +8% | +$1.85M | 3.05% | 7 |
|
|
2017
Q2 | $23.8M | Sell |
217,723
-71,619
| -25% | -$7.84M | 2.95% | 7 |
|
|
2017
Q1 | $31.4M | Sell |
289,342
-37,987
| -12% | -$4.12M | 3.99% | 5 |
|
|
2016
Q4 | $35.4M | Buy |
327,329
+27,663
| +9% | +$2.99M | 5.06% | 5 |
|
|
2016
Q3 | $33.7M | Buy |
299,666
+289,981
| +2,994% | +$32.6M | 6.28% | 4 |
|
|
2016
Q2 | $1.09M | Buy |
9,685
+6,126
| +172% | +$690K | 0.31% | 67 |
|
|
2016
Q1 | $394K | Sell |
3,559
-137
| -4% | -$15.2K | 0.13% | 110 |
|
|
2015
Q4 | $399K | Buy |
3,696
+1,097
| +42% | +$118K | 0.16% | 98 |
|
|
2015
Q3 | $285K | Buy |
2,599
+461
| +22% | +$50.6K | 0.12% | 124 |
|
|
2015
Q2 | $233K | Sell |
2,138
-147
| -6% | -$16K | 0.1% | 162 |
|
|
2015
Q1 | $255K | Sell |
2,285
-837
| -27% | -$93.4K | 0.12% | 150 |
|
|
2014
Q4 | $344K | Sell |
3,122
-635
| -17% | -$70K | 0.23% | 94 |
|
|
2014
Q3 | $410K | Sell |
3,757
-26
| -0.7% | -$2.84K | 0.28% | 85 |
|
|
2014
Q2 | $414K | Sell |
3,783
-685
| -15% | -$75K | 0.31% | 78 |
|
|
2014
Q1 | $482K | Sell |
4,468
-2,039
| -31% | -$220K | 0.4% | 73 |
|
|
2013
Q4 | $693K | Buy |
+6,507
| New | +$693K | 0.57% | 43 |
|