Aprio 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 | $1.08M | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $916K | Buy |
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|
2024
Q3 | $626K | Buy |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $14.1M | Buy |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $13.2M | Buy |
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|
2023
Q1 | $11.8M | Buy |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $13.8M | Buy |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $37M | Buy |
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|
2021
Q3 | $37.2M | Sell |
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|
2021
Q2 | $37.9M | Buy |
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|
2020
Q4 | $33.4M | Buy |
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|
2020
Q3 | $28.2M | Buy |
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|
2020
Q2 | $18.8M | Sell |
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|
2020
Q1 | $20.4M | Sell |
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|
2019
Q4 | $25.4M | Buy |
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