Appleton Partners’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 | $228K | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $698K | Sell |
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|
2022
Q2 | $959K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.66M | Sell |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.65M | Buy |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.98M | Sell |
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|
2019
Q2 | $3.38M | Sell |
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|
2019
Q1 | $4.94M | Sell |
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|
2018
Q4 | $6.54M | Sell |
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|
2018
Q3 | $10.6M | Sell |
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|
2018
Q2 | $10.9M | Sell |
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|
2018
Q1 | $11.1M | Sell |
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|
2017
Q4 | $12M | Sell |
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|
2017
Q3 | $12.2M | Buy |
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|
2017
Q2 | $11.8M | Buy |
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|
2017
Q1 | $11M | Buy |
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