Sugarloaf Wealth Management’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
Q4 | $1.17K | Hold |
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|
2024
Q3 | $1.2K | Hold |
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|
2024
Q2 | $1.14K | Hold |
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|
2024
Q1 | $1.14K | Sell |
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|
2023
Q4 | $118K | Buy |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $122K | Hold |
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|
2022
Q4 | $119K | Sell |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $189K | Buy |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $244 | Sell |
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|
2020
Q4 | $15.6M | Buy |
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|
2020
Q3 | $15.2M | Sell |
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|
2020
Q2 | $15.2M | Buy |
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|
2020
Q1 | $14.3M | Buy |
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|
2019
Q4 | $6.75M | Buy |
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