Axxcess 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 | $174M | Buy |
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|
2025
Q1 | $169M | Sell |
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|
2024
Q4 | $173M | Buy |
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|
2024
Q3 | $173M | Buy |
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|
2024
Q2 | $160M | Buy |
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|
2024
Q1 | $158M | Buy |
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|
2023
Q4 | $151M | Sell |
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|
2023
Q3 | $146M | Buy |
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|
2023
Q2 | $8.39M | Sell |
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|
2023
Q1 | $8.83M | Sell |
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|
2022
Q4 | $9.9M | Sell |
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|
2022
Q3 | $19.1M | Sell |
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|
2022
Q2 | $22.3M | Buy |
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|
2022
Q1 | $21.2M | Buy |
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|
2021
Q4 | $18.3M | Buy |
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