SOA Wealth Advisors’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
Q3 | $349K | Buy |
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|
2025
Q2 | $337K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $452K | Buy |
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