Signature Wealth Management 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
2024
Q2
Sell
2024
Q1
$208K Sell
2023
Q4
$277K Buy
2023
Q3
$262K Buy
2023
Q2
$244K Buy
2021
Q1
Sell
2020
Q4
$390K Buy