Tobias Financial 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 | $5.75M | Buy |
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|
2025
Q1 | $5.73M | Buy |
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|
2024
Q4 | $5.57M | Buy |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $4.68M | Buy |
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|
2024
Q1 | $4.39M | Sell |
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|
2023
Q4 | $4.59M | Buy |
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|
2023
Q3 | $3.11M | Buy |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $889K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $7.5M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.22M | Sell |
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|
2021
Q2 | $4.56M | Buy |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $2.61M | Buy |
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|
2020
Q2 | $2.61M | Sell |
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|
2020
Q1 | $2.94M | Sell |
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|
2019
Q4 | $6.08M | Buy |
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