Wealth Dimensions Group’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 | $1.88M | Buy |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.71M | Buy |
|
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|
2024
Q3 | $1.37M | Sell |
|
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.85M | Buy |
|
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|
2023
Q4 | $1.87M | Buy |
|
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|
2023
Q3 | $1.59M | Buy |
|
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|
2023
Q2 | $1.47M | Buy |
|
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|
2023
Q1 | $1.49M | Buy |
|
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $19.7M | Buy |
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|
2021
Q4 | $20.9M | Buy |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $450K | Buy |
|