Strategies 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
Q2 | $705K | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $642K | Sell |
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|
2023
Q2 | $852K | Buy |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $854K | Buy |
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|
2022
Q2 | $980K | Buy |
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|
2022
Q1 | $673K | Sell |
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|
2021
Q4 | $860K | Buy |
|