Biltmore Family Office’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 | $103K | Sell |
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|
2025
Q2 | $102K | Sell |
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2025
Q1 | $107K | Hold |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $79.3K | Hold |
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|
2024
Q2 | $76K | Buy |
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|
2024
Q1 | $64.9K | Hold |
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|
2023
Q4 | $65.8K | Sell |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $315K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $92K | Hold |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $22K | Buy |
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