Warner Financial’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 | $680K | Buy |
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|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $701K | Hold |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $678K | Sell |
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|
2023
Q4 | $689K | Sell |
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|
2023
Q3 | $878K | Buy |
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|
2023
Q2 | $903K | Hold |
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|
2023
Q1 | $918K | Hold |
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.45M | Hold |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $2.3M | Buy |
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