Beta Wealth 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 | $600K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $241K | Buy |
|
|||||
|
2023
Q3 | $228K | Buy |
|
|||||
|
2023
Q2 | $201K | Sell |
|
|||||
|
2023
Q1 | $270K | Sell |
|
|||||
|
2022
Q4 | $3.03M | Buy |
|
|||||
|
2022
Q3 | $3M | Buy |
|
|||||
|
2022
Q2 | $2.52M | Sell |
|
|||||
|
2022
Q1 | $2.74M | Sell |
|
|||||
|
2021
Q4 | $7.98M | Hold |
|
|||||
|
2021
Q3 | $7.98M | Buy |
|
|||||
|
2021
Q2 | $7.48M | Buy |
|
|||||
|
2021
Q1 | $7.14M | Buy |
|
|||||
|
2020
Q4 | $6.96M | Buy |
|