Asset Dedication LLC’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 | $31.3K | Sell |
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|
2025
Q1 | $71.4K | Buy |
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|
2024
Q4 | $25.1K | Hold |
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|
2024
Q3 | $26.2K | Hold |
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|
2024
Q2 | $25.1K | Buy |
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|
2024
Q1 | $25K | Hold |
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|
2023
Q4 | $25K | Hold |
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|
2023
Q3 | $24K | Hold |
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|
2023
Q2 | $25K | Hold |
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|
2023
Q1 | $25K | Hold |
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|
2022
Q4 | $25K | Sell |
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|
2022
Q3 | $68K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $81K | Buy |
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|
2021
Q3 | $79K | Sell |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $50K | Sell |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $82K | Sell |
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|
2020
Q2 | $426K | Buy |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $48K | Sell |
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|
2019
Q3 | $49K | Sell |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $632K | Sell |
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|
2018
Q4 | $1.96M | Sell |
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|
2018
Q3 | $2.31M | Sell |
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|
2018
Q2 | $2.38M | Buy |
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|
2018
Q1 | $2.25M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $1.89M | Buy |
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|
2017
Q2 | $1.82M | Buy |
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|
2017
Q1 | $1.57M | Buy |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $1.34M | Buy |
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|
2016
Q2 | $501K | Buy |
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|
2016
Q1 | $235K | Buy |
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|
2015
Q4 | $12K | Buy |
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