Wescott Financial Advisory 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
Q2 | $9.82M | Sell |
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|
2025
Q1 | $9.9M | Buy |
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|
2024
Q4 | $9.36M | Buy |
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|
2024
Q3 | $6.74M | Buy |
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|
2024
Q2 | $6.12M | Buy |
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|
2024
Q1 | $5.86M | Sell |
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|
2023
Q4 | $6.09M | Sell |
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|
2023
Q3 | $7.46M | Buy |
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|
2023
Q2 | $7.35M | Sell |
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|
2023
Q1 | $8.53M | Sell |
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|
2022
Q4 | $37.5M | Buy |
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|
2022
Q3 | $2.28M | Sell |
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|
2022
Q2 | $3.1M | Buy |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.39M | Buy |
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