Shepherd Financial Partners’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 | $682K | Sell |
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|
2025
Q1 | $747K | Sell |
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|
2024
Q4 | $792K | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $8.38M | Sell |
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|
2023
Q2 | $8.81M | Sell |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $9.58M | Sell |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $13M | Sell |
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|
2021
Q3 | $15M | Sell |
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|
2021
Q2 | $19.3M | Buy |
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|
2021
Q1 | $2.16M | Sell |
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|
2020
Q4 | $2.77M | Sell |
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|
2020
Q3 | $3.42M | Sell |
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|
2020
Q2 | $4.31M | Buy |
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|
2020
Q1 | $4.09M | Buy |
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|
2019
Q4 | $3.81M | Buy |
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|
2019
Q3 | $3.11M | Sell |
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|
2019
Q2 | $3.18M | Sell |
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|
2019
Q1 | $4.44M | Sell |
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|
2018
Q4 | $4.5M | Buy |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $396K | Sell |
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|
2018
Q1 | $492K | Sell |
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|
2017
Q4 | $8.88M | Sell |
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|
2017
Q3 | $9.68M | Buy |
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|
2017
Q2 | $9.56M | Buy |
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|
2017
Q1 | $8.05M | Buy |
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|
2016
Q4 | $6.75M | Buy |
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