SYM Financial Corp’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
Q3 | $2.74M | Buy |
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|
2025
Q2 | $2.38M | Sell |
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|
2025
Q1 | $13.2M | Sell |
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|
2024
Q4 | $13.9M | Sell |
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|
2024
Q3 | $14.5M | Sell |
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|
2024
Q2 | $13.9M | Sell |
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|
2024
Q1 | $21.3M | Sell |
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|
2023
Q4 | $34.9M | Buy |
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|
2023
Q3 | $17.1M | Sell |
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|
2023
Q2 | $17.8M | Sell |
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|
2023
Q1 | $18.1M | Sell |
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|
2022
Q4 | $24.4M | Buy |
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|
2022
Q3 | $24M | Buy |
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|
2022
Q2 | $25.2M | Buy |
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|
2022
Q1 | $26.4M | Buy |
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|
2021
Q4 | $27.9M | Buy |
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|
2021
Q3 | $25.1M | Buy |
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|
2021
Q2 | $24.9M | Buy |
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|
2021
Q1 | $24.6M | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $316K | Buy |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $174K | Buy |
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|
2019
Q3 | $159K | Sell |
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|
2019
Q2 | $160K | Sell |
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|
2019
Q1 | $165K | Buy |
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|
2018
Q4 | $130K | Sell |
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|
2018
Q3 | $727K | Buy |
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|
2018
Q2 | $130K | Sell |
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|
2018
Q1 | $166K | Buy |
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|
2017
Q4 | $159K | Buy |
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