Arete Wealth 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
Q2 | $8.41M | Sell |
|
|||||
|
2025
Q1 | $9.08M | Buy |
|
|||||
|
2024
Q4 | $8.68M | Buy |
|
|||||
|
2024
Q3 | $6.09M | Sell |
|
|||||
|
2024
Q2 | $6.9M | Sell |
|
|||||
|
2024
Q1 | $8.44M | Sell |
|
|||||
|
2023
Q4 | $11.5M | Buy |
|
|||||
|
2023
Q3 | $2.63M | Sell |
|
|||||
|
2023
Q2 | $13.5M | Sell |
|
|||||
|
2023
Q1 | $13.8M | Buy |
|
|||||
|
2022
Q4 | $12.8B | Buy |
|
|||||
|
2022
Q3 | $9.54M | Buy |
|
|||||
|
2022
Q2 | $9.46M | Sell |
|
|||||
|
2022
Q1 | $10.3M | Sell |
|
|||||
|
2021
Q4 | $11.2M | Buy |
|
|||||
|
2021
Q3 | $10.2M | Buy |
|
|||||
|
2021
Q2 | $428K | Buy |
|
|||||
|
2021
Q1 | $5.6M | Buy |
|
|||||
|
2020
Q4 | $2.96M | Buy |
|
|||||
|
2020
Q3 | $2.94M | Buy |
|
|||||
|
2020
Q2 | $2.17M | Buy |
|
|||||
|
2020
Q1 | $702K | Sell |
|
|||||
|
2019
Q4 | $864K | Sell |
|
|||||
|
2019
Q3 | $1.26M | Sell |
|
|||||
|
2019
Q2 | $1.26M | Buy |
|
|||||
|
2019
Q1 | $1.15M | Buy |
|
|||||
|
2018
Q4 | $1.06M | Sell |
|
|||||
|
2018
Q3 | $1.12M | Buy |
|
|||||
|
2018
Q2 | $1.11M | Buy |
|
|||||
|
2018
Q1 | $1.09M | Sell |
|
|||||
|
2017
Q4 | $1.5M | Buy |
|
|||||
|
2017
Q3 | $1.28M | Buy |
|
|||||
|
2017
Q2 | $1.24M | Sell |
|
|||||
|
2017
Q1 | $1.27M | Sell |
|
|||||
|
2016
Q4 | $2.21M | Sell |
|
|||||
|
2016
Q3 | $2.35M | Buy |
|
|||||
|
2016
Q2 | $1.92M | Buy |
|
|||||
|
2016
Q1 | $1.06M | Buy |
|
|||||
|
2015
Q4 | $742K | Buy |
|
|||||
|
2015
Q3 | $654K | Buy |
|
|||||
|
2015
Q2 | $553K | Sell |
|
|||||
|
2015
Q1 | $724K | Buy |
|
|||||
|
2014
Q4 | $458K | Hold |
|
|||||
|
2014
Q3 | $454K | Hold |
|
|||||
|
2014
Q2 | $455K | Buy |
|
|||||
|
2014
Q1 | $440K | Sell |
|
|||||
|
2013
Q4 | $451K | Buy |
|