Berger Financial Group’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 | $21.7M | Buy |
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|
2025
Q2 | $21.3M | Buy |
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|
2025
Q1 | $21.2M | Sell |
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|
2024
Q4 | $22.7M | Sell |
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|
2024
Q3 | $24.4M | Buy |
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|
2024
Q2 | $22.4M | Sell |
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|
2024
Q1 | $22.7M | Buy |
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|
2023
Q4 | $22.1M | Buy |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $19.8M | Buy |
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|
2023
Q1 | $20M | Sell |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $19.2M | Buy |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $671K | Buy |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $412K | Buy |
|