Badgley Phelps Wealth Managers’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 | $993K | Hold |
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|
2025
Q2 | $983K | Sell |
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|
2025
Q1 | $1,000K | Buy |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $996K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $509K | Buy |
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