Benjamin Edwards Inc’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 | $15.1M | Buy |
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|
2025
Q2 | $13.1M | Buy |
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|
2025
Q1 | $8.62M | Buy |
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|
2024
Q4 | $8.16M | Sell |
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|
2024
Q3 | $9.74M | Buy |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $771K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $1.64M | Buy |
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