Ascent Wealth 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
Q3 | $2.3M | Buy |
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|
2025
Q2 | $2.13M | Buy |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $2.01M | Sell |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $815K | Buy |
|