Bank of Marin’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
2023
Q2
Sell
2023
Q1
$450K Sell
2022
Q4
$550K Sell
2022
Q3
$606K Sell
2022
Q2
$824K Sell
2022
Q1
$874K Sell
2021
Q4
$946K Sell
2021
Q3
$1.1M Sell
2021
Q2
$1.15M Buy
2021
Q1
$729K Sell
2020
Q4
$1.39M Buy
2020
Q3
$1.36M Sell
2020
Q2
$1.41M Buy
2020
Q1
$1.36M Buy
2019
Q4
$1.31M Buy