Anchor Capital 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 | $391K | Sell |
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2025
Q2 | $409K | Sell |
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2025
Q1 | $470K | Hold |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.32M | Hold |
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|
2023
Q4 | $1.33M | Hold |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $878K | Sell |
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|
2021
Q3 | $2.52M | Sell |
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|
2021
Q2 | $2.67M | Sell |
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|
2021
Q1 | $3.28M | Sell |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $3.46M | Sell |
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|
2020
Q2 | $3.6M | Buy |
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