Benchmark 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
Q2 | $3.76M | Buy |
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|
2025
Q1 | $2.17M | Buy |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $754K | Buy |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $663K | Hold |
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|
2023
Q2 | $691K | Hold |
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|
2023
Q1 | $701K | Hold |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $292K | Buy |
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