True Link 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 | – | Sell |
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|
2025
Q1 | $2.97M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $497K | Sell |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $580K | Sell |
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|
2021
Q4 | $2.72M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $528K | Sell |
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|
2021
Q1 | $676K | Sell |
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|
2020
Q4 | $2.17M | Buy |
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