Bar Harbor 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
Q3 | $62.4M | Buy |
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|
2025
Q2 | $59.1M | Sell |
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|
2025
Q1 | $59M | Buy |
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|
2024
Q4 | $55.7M | Buy |
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|
2024
Q3 | $56.8M | Buy |
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|
2024
Q2 | $52.2M | Buy |
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|
2024
Q1 | $51.3M | Buy |
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|
2023
Q4 | $49.2M | Buy |
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|
2023
Q3 | $43.4M | Buy |
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|
2023
Q2 | $44M | Buy |
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|
2023
Q1 | $40M | Buy |
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|
2022
Q4 | $33.9M | Sell |
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|
2022
Q3 | $63.9M | Buy |
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|
2022
Q2 | $65.7M | Sell |
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|
2022
Q1 | $75.7M | Sell |
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|
2021
Q4 | $81M | Buy |
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|
2021
Q3 | $78.7M | Buy |
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|
2021
Q2 | $77.5M | Buy |
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|
2021
Q1 | $71.6M | Buy |
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|
2020
Q4 | $68.1M | Buy |
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|
2020
Q3 | $60.9M | Buy |
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|
2020
Q2 | $53.7M | Buy |
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|
2020
Q1 | $45.5M | Buy |
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|
2019
Q4 | $39.2M | Buy |
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|
2019
Q3 | $34.4M | Buy |
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|
2019
Q2 | $32.9M | Buy |
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|
2019
Q1 | $31.5M | Buy |
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|
2018
Q4 | $30.6M | Buy |
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|
2018
Q3 | $28.9M | Buy |
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|
2018
Q2 | $26.1M | Buy |
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|
2018
Q1 | $24.5M | Buy |
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|
2017
Q4 | $22.1M | Buy |
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|
2017
Q3 | $22M | Sell |
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|
2017
Q2 | $22.7M | Buy |
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|
2017
Q1 | $22.2M | Buy |
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|
2016
Q4 | $19.6M | Buy |
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|
2016
Q3 | $19.6M | Buy |
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|
2016
Q2 | $19.4M | Sell |
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|
2016
Q1 | $19.4M | Buy |
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|
2015
Q4 | $17.5M | Buy |
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|
2015
Q3 | $17.6M | Buy |
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|
2015
Q2 | $16.6M | Buy |
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|
2015
Q1 | $16.4M | Buy |
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|
2014
Q4 | $16M | Buy |
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|
2014
Q3 | $15M | Buy |
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|
2014
Q2 | $14.6M | Buy |
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|
2014
Q1 | $14M | Buy |
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|
2013
Q4 | $13.5M | Buy |
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|
2013
Q3 | $12.8M | Sell |
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|
2013
Q2 | $13M | Buy |
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