Sound View Wealth Advisors Group’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 | $4.31M | Buy |
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|
2025
Q1 | $4.04M | Buy |
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|
2024
Q4 | $3.81M | Sell |
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|
2024
Q3 | $4.01M | Buy |
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|
2024
Q2 | $3.1M | Buy |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $3.32M | Buy |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $3.9M | Buy |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $3.35M | Sell |
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|
2022
Q2 | $3.68M | Sell |
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|
2022
Q1 | $4.02M | Sell |
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|
2021
Q4 | $5.47M | Buy |
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|
2021
Q3 | $4.8M | Buy |
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|
2021
Q2 | $4.68M | Buy |
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $2.3M | Buy |
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|
2020
Q2 | $1.56M | Buy |
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