Atticus 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 | $283K | Sell |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $680 | Hold |
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|
2024
Q1 | $686 | Hold |
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|
2023
Q4 | $695 | Sell |
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|
2023
Q3 | $14.1K | Sell |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $92.9K | Buy |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $96K | Buy |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $107K | Sell |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $181K | Sell |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $3.42M | Sell |
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|
2019
Q4 | $3.67M | Buy |
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