Soltis Investment 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
Q2 | $2.47M | Sell |
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2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.68M | Sell |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | $3.54M | Sell |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $3.96M | Sell |
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|
2021
Q4 | $4.61M | Buy |
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|
2021
Q3 | $4.63M | Buy |
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|
2021
Q2 | $4.29M | Sell |
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|
2021
Q1 | $5.37M | Sell |
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|
2020
Q4 | $6.67M | Buy |
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|
2020
Q3 | $6.05M | Buy |
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|
2020
Q2 | $5.53M | Buy |
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|
2020
Q1 | $5.25M | Sell |
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|
2019
Q4 | $14.4M | Buy |
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