SHJ
Sharkey, Howes & Javer’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 | $1.06M | Sell |
10,654
-29,233
| -73% | -$2.9M | 0.14% | 90 |
|
|
2025
Q1 | $3.95M | Sell |
39,887
-69,266
| -63% | -$6.85M | 0.56% | 37 |
|
|
2024
Q4 | $10.6M | Buy |
109,153
+106,957
| +4,871% | +$10.4M | 1.49% | 16 |
|
|
2024
Q3 | $222K | Sell |
2,196
-926
| -30% | -$93.8K | 0.03% | 138 |
|
|
2024
Q2 | $303K | Sell |
3,122
-278
| -8% | -$27K | 0.05% | 98 |
|
|
2024
Q1 | $333K | Buy |
3,400
+347
| +11% | +$34K | 0.05% | 97 |
|
|
2023
Q4 | $303K | Buy |
+3,053
| New | +$303K | 0.05% | 91 |
|
|
2022
Q4 | – | Sell |
-2,171
| Closed | -$209K | – | 96 |
|
|
2022
Q3 | $209K | Sell |
2,171
-4,075
| -65% | -$392K | 0.05% | 103 |
|
|
2022
Q2 | $635K | Sell |
6,246
-2,450
| -28% | -$249K | 0.15% | 54 |
|
|
2022
Q1 | $931K | Sell |
8,696
-8,125
| -48% | -$870K | 0.21% | 48 |
|
|
2021
Q4 | $1.92M | Sell |
16,821
-41,056
| -71% | -$4.68M | 0.43% | 36 |
|
|
2021
Q3 | $6.65M | Sell |
57,877
-1,302
| -2% | -$150K | 1.72% | 18 |
|
|
2021
Q2 | $6.83M | Sell |
59,179
-16,450
| -22% | -$1.9M | 1.81% | 16 |
|
|
2021
Q1 | $8.61M | Sell |
75,629
-5,419
| -7% | -$617K | 2.69% | 13 |
|
|
2020
Q4 | $9.58M | Buy |
81,048
+700
| +0.9% | +$82.7K | 3.2% | 10 |
|
|
2020
Q3 | $9.49M | Buy |
80,348
+3,561
| +5% | +$420K | 3.61% | 9 |
|
|
2020
Q2 | $9.08M | Buy |
76,787
+6,068
| +9% | +$717K | 4.01% | 7 |
|
|
2020
Q1 | $8.16M | Buy |
70,719
+2,534
| +4% | +$292K | 4.25% | 5 |
|
|
2019
Q4 | $7.66M | Sell |
68,185
-2,997
| -4% | -$337K | 3.24% | 10 |
|
|
2019
Q3 | $8.06M | Buy |
+71,182
| New | +$8.06M | 3.47% | 8 |
|
|
2016
Q3 | – | Sell |
-138
| Closed | -$16K | – | 234 |
|
|
2016
Q2 | $16K | Buy |
+138
| New | +$16K | 0.01% | 147 |
|