Acorn Wealth 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 | $815K | Buy |
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|
2025
Q2 | $746K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $330K | Buy |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $221K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $65K | Buy |
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|
2018
Q1 | $64K | Buy |
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|
2017
Q4 | $66K | Buy |
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