Advisors Capital 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
Q4
$409K Buy
2024
Q1
Sell
2023
Q4
$510K Buy
2022
Q4
Sell
2022
Q3
$855K Sell
2022
Q2
$2.66M Buy
2022
Q1
$864K Buy
2020
Q4
Sell
2020
Q3
$590K Buy
2020
Q2
$514K Sell
2020
Q1
$2.14M Buy
2019
Q1
Sell
2018
Q4
$592K Buy
2018
Q3
Sell
2018
Q2
$552K Buy