TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $245K | Sell |
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|
2024
Q2 | $699K | Sell |
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|
2024
Q1 | $871K | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $33.5M | Sell |
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|
2023
Q1 | $36.3M | Buy |
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|
2022
Q4 | $34.3M | Buy |
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|
2022
Q3 | $33.4M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $965K | Sell |
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|
2020
Q3 | $4.06M | Buy |
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|
2020
Q2 | $4.06M | Buy |
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|
2020
Q1 | $3.9M | Sell |
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|
2019
Q4 | $4.06M | Buy |
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|
2019
Q3 | $3.93M | Buy |
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|
2019
Q2 | $3.79M | Buy |
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|
2019
Q1 | $2.97M | Buy |
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|
2018
Q4 | $2.83M | Buy |
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|
2018
Q3 | $2.1M | Sell |
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|
2018
Q2 | $2.5M | Sell |
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|
2018
Q1 | $3.46M | Sell |
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|
2017
Q4 | $19.4M | Buy |
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|
2017
Q3 | $18.9M | Sell |
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|
2017
Q2 | $23.5M | Sell |
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|
2017
Q1 | $24.3M | Buy |
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|
2016
Q4 | $22.3M | Buy |
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|
2016
Q3 | $17.7M | Buy |
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|
2016
Q2 | $17.7M | Sell |
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|
2016
Q1 | $23.4M | Buy |
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|
2015
Q4 | $22.5M | Buy |
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