WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.34M | Hold |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $241K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $380K | Sell |
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|
2019
Q1 | $512K | Sell |
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|
2018
Q4 | $555K | Buy |
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