TFA
Tobias Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Buy |
57,961
+34
| +0.1% | +$3.37K | 0.98% | 22 |
|
|
2025
Q1 | $5.73M | Buy |
57,927
+411
| +0.7% | +$40.7K | 1.11% | 21 |
|
|
2024
Q4 | $5.57M | Buy |
57,516
+9,061
| +19% | +$878K | 1.12% | 20 |
|
|
2024
Q3 | $4.91M | Buy |
48,455
+258
| +0.5% | +$26.1K | 0.98% | 22 |
|
|
2024
Q2 | $4.68M | Buy |
48,197
+3,410
| +8% | +$331K | 1.01% | 22 |
|
|
2024
Q1 | $4.39M | Sell |
44,787
-1,428
| -3% | -$140K | 0.99% | 24 |
|
|
2023
Q4 | $4.59M | Buy |
46,215
+13,164
| +40% | +$1.31M | 1.12% | 23 |
|
|
2023
Q3 | $3.11M | Buy |
33,051
+6,371
| +24% | +$599K | 0.82% | 32 |
|
|
2023
Q2 | $2.61M | Buy |
26,680
+2,731
| +11% | +$268K | 0.7% | 34 |
|
|
2023
Q1 | $2.39M | Sell |
23,949
-975
| -4% | -$97.1K | 0.7% | 35 |
|
|
2022
Q4 | $2.42M | Buy |
24,924
+15,700
| +170% | +$1.52M | 0.79% | 33 |
|
|
2022
Q3 | $889K | Buy |
9,224
+3,925
| +74% | +$378K | 0.31% | 49 |
|
|
2022
Q2 | $539K | Sell |
5,299
-64,697
| -92% | -$6.58M | 0.18% | 58 |
|
|
2022
Q1 | $7.5M | Buy |
+69,996
| New | +$7.5M | 2.59% | 10 |
|
|
2021
Q4 | – | Sell |
-36,718
| Closed | -$4.22M | – | 68 |
|
|
2021
Q3 | $4.22M | Sell |
36,718
-2,849
| -7% | -$327K | 1.58% | 19 |
|
|
2021
Q2 | $4.56M | Buy |
39,567
+21,162
| +115% | +$2.44M | 1.81% | 17 |
|
|
2021
Q1 | $2.1M | Sell |
18,405
-4,502
| -20% | -$512K | 0.89% | 25 |
|
|
2020
Q4 | $2.71M | Buy |
22,907
+775
| +4% | +$91.6K | 1.24% | 18 |
|
|
2020
Q3 | $2.61M | Buy |
22,132
+79
| +0.4% | +$9.33K | 1.43% | 17 |
|
|
2020
Q2 | $2.61M | Sell |
22,053
-3,408
| -13% | -$403K | 1.53% | 17 |
|
|
2020
Q1 | $2.94M | Sell |
25,461
-28,688
| -53% | -$3.31M | 2.12% | 13 |
|
|
2019
Q4 | $6.08M | Buy |
+54,149
| New | +$6.08M | 3.89% | 6 |
|