Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $151K | Buy |
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $14.9M | Buy |
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|
2021
Q3 | $3.66M | Buy |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $7.09M | Buy |
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|
2020
Q3 | $322K | Buy |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $1.06M | Buy |
|