Annex Advisory Services’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 | $252K | Sell |
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|
2025
Q2 | $349K | Sell |
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2025
Q1 | $405K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $851K | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $7.59M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4.26M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $210K | Sell |
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|
2013
Q3 | $228K | Sell |
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|
2013
Q2 | $648K | Buy |
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