Wells Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $443K | Sell |
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|
2025
Q2 | $664K | Sell |
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|
2025
Q1 | $760K | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.29M | Buy |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $896K | Buy |
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|
2022
Q4 | $812K | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.72M | Sell |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $4.21M | Buy |
|