Ameliora 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
Q2 | $16.5M | Sell |
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|
2025
Q1 | $22M | Buy |
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|
2024
Q4 | $20.9M | Buy |
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|
2024
Q3 | $21.8M | Buy |
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|
2024
Q2 | $14.2M | Buy |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $4.01M | Buy |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $3.6M | Buy |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $44K | Buy |
|