Bedell Frazier Investment Counselling’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 | $2.47M | Buy |
|
|||||
|
2025
Q1 | $2.13M | Buy |
|
|||||
|
2024
Q4 | $2.06M | Buy |
|
|||||
|
2024
Q3 | $2.1M | Sell |
|
|||||
|
2024
Q2 | $2.08M | Sell |
|
|||||
|
2024
Q1 | $2.11M | Sell |
|
|||||
|
2023
Q4 | $2.18M | Sell |
|
|||||
|
2023
Q3 | $2.46M | Buy |
|
|||||
|
2023
Q2 | $2.53M | Buy |
|
|||||
|
2023
Q1 | $1.46M | Sell |
|
|||||
|
2022
Q4 | $1.6M | Sell |
|
|||||
|
2022
Q3 | $2.76M | Sell |
|
|||||
|
2022
Q2 | $2.94M | Buy |
|
|||||
|
2022
Q1 | $2.99M | Buy |
|
|||||
|
2021
Q4 | $2.48M | Sell |
|
|||||
|
2021
Q3 | $2.77M | Sell |
|
|||||
|
2021
Q2 | $2.82M | Sell |
|
|||||
|
2021
Q1 | $2.99M | Buy |
|
|||||
|
2020
Q4 | $3.04M | Sell |
|
|||||
|
2020
Q3 | $3.04M | Buy |
|
|||||
|
2020
Q2 | $672K | Buy |
|