WestHill 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 | $1.67M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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