Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.98M | Buy |
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|
2025
Q2 | $3.31M | Sell |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $997K | Buy |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $136K | Buy |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $112K | Sell |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $767K | Sell |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.57M | Buy |
|