Windsor Wealth Management’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 | $362K | Sell |
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|
2023
Q2 | $783K | Buy |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $853K | Sell |
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|
2022
Q2 | $909K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $689K | Buy |
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|
2020
Q1 | $647K | Buy |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $417K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
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