Toth Financial Advisory’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 | $88.9K | Buy |
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|
2025
Q2 | $33.3K | Sell |
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|
2025
Q1 | $59K | Sell |
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|
2024
Q4 | $120K | Sell |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $136K | Sell |
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|
2024
Q1 | $147K | Sell |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $185K | Buy |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $194K | Buy |
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|
2022
Q4 | $58.4K | Sell |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $148K | Sell |
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|
2021
Q3 | $150K | Buy |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $92K | Sell |
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|
2020
Q4 | $135K | Buy |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $120K | Sell |
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|
2019
Q4 | $128K | Buy |
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|
2019
Q3 | $129K | Buy |
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|
2019
Q2 | $110K | Sell |
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|
2019
Q1 | $121K | Sell |
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|
2018
Q4 | $155K | Sell |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $267K | Buy |
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