WealthPLAN Partners’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 |
|
|||||
|
2024
Q3 | $534K | Sell |
|
|||||
|
2024
Q2 | $686K | Buy |
|
|||||
|
2024
Q1 | $593K | Sell |
|
|||||
|
2023
Q4 | $607K | Sell |
|
|||||
|
2023
Q3 | $773K | Buy |
|
|||||
|
2023
Q2 | $631K | Sell |
|
|||||
|
2023
Q1 | $697K | Sell |
|
|||||
|
2022
Q4 | $804K | Buy |
|
|||||
|
2022
Q1 | $968K | Buy |
|
|||||
|
2021
Q4 | $1M | Sell |
|
|||||
|
2021
Q3 | $1.28M | Buy |
|
|||||
|
2021
Q2 | $1.03M | Buy |
|
|||||
|
2021
Q1 | $1M | Sell |
|
|||||
|
2020
Q4 | $1.1M | Buy |
|
|||||
|
2020
Q3 | $1.08M | Sell |
|
|||||
|
2020
Q2 | $1.19M | Sell |
|
|||||
|
2020
Q1 | $1.4M | Sell |
|
|||||
|
2019
Q4 | $1.55M | Buy |
|
|||||
|
2019
Q3 | $1.48M | Sell |
|
|||||
|
2019
Q2 | $1.52M | Buy |
|
|||||
|
2019
Q1 | $977K | Buy |
|
|||||
|
2018
Q4 | $901K | Buy |
|
|||||
|
2018
Q3 | $799K | Sell |
|
|||||
|
2018
Q2 | $813K | Buy |
|
|||||
|
2018
Q1 | $703K | Buy |
|
|||||
|
2017
Q4 | $700K | Sell |
|
|||||
|
2017
Q3 | $808K | Buy |
|
|||||
|
2016
Q3 | $541K | Sell |
|
|||||
|
2016
Q2 | $307K | Buy |
|
|||||
|
2015
Q4 | $110K | Buy |
|