Summit Wealth & Retirement Planning’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 |
|
|||||
|
2023
Q3 | $4.11M | Buy |
|
|||||
|
2023
Q2 | $3.98M | Sell |
|
|||||
|
2023
Q1 | $4.07M | Buy |
|
|||||
|
2022
Q4 | $3.59M | Buy |
|
|||||
|
2022
Q3 | $3.52M | Sell |
|
|||||
|
2022
Q2 | $3.79M | Sell |
|
|||||
|
2022
Q1 | $4.2M | Sell |
|
|||||
|
2021
Q4 | $4.72M | Buy |
|
|||||
|
2021
Q3 | $4.68M | Buy |
|
|||||
|
2021
Q2 | $4.53M | Buy |
|
|||||
|
2021
Q1 | $4.41M | Buy |
|
|||||
|
2020
Q4 | $3.37M | Buy |
|
|||||
|
2020
Q3 | $3.18M | Buy |
|
|||||
|
2020
Q2 | $3.05M | Buy |
|
|||||
|
2020
Q1 | $2.82M | Sell |
|
|||||
|
2019
Q4 | $2.93M | Buy |
|
|||||
|
2019
Q3 | $329K | Buy |
|
|||||
|
2019
Q2 | $306K | Buy |
|