Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $3.87M | Sell |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $3.75M | Buy |
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|
2023
Q1 | $3.8M | Sell |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | $3.45M | Sell |
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|
2022
Q2 | $3.98M | Sell |
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|
2022
Q1 | $7.69M | Sell |
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|
2021
Q4 | $8.4M | Sell |
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|
2021
Q3 | $9.24M | Buy |
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|
2021
Q2 | $9.21M | Buy |
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|
2021
Q1 | $6.05M | Buy |
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|
2020
Q4 | $6.28M | Buy |
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