Beacon Pointe Advisors’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 | $99.2M | Buy |
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|
2025
Q1 | $91.7M | Buy |
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|
2024
Q4 | $88.1M | Buy |
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|
2024
Q3 | $83.9M | Buy |
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|
2024
Q2 | $79.2M | Sell |
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|
2024
Q1 | $82.2M | Buy |
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|
2023
Q4 | $79.5M | Sell |
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|
2023
Q3 | $76.2M | Buy |
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|
2023
Q2 | $64.4M | Buy |
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|
2023
Q1 | $60.4M | Buy |
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|
2022
Q4 | $57M | Sell |
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|
2022
Q3 | $59.8M | Buy |
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|
2022
Q2 | $58.8M | Buy |
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|
2022
Q1 | $59.9M | Buy |
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|
2021
Q4 | $9.34M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $10.1M | Sell |
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|
2020
Q4 | $10.8M | Buy |
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|
2020
Q3 | $9.19M | Buy |
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|
2020
Q2 | $5.77M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $573K | Buy |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $206K | Buy |
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