BOK Financial Private Wealth’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 | $2.07M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $3.28M | Sell |
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|
2024
Q4 | $4.01M | Sell |
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|
2024
Q3 | $5.03M | Sell |
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|
2024
Q2 | $5.82M | Sell |
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|
2024
Q1 | $6.36M | Sell |
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|
2023
Q4 | $8.59M | Buy |
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|
2023
Q3 | $7.41M | Buy |
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|
2023
Q2 | $6.35M | Sell |
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|
2023
Q1 | $6.57M | Sell |
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|
2022
Q4 | $6.83M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $4.76M | Buy |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $5.24M | Sell |
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|
2020
Q4 | $7.3M | Sell |
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|
2020
Q3 | $10.5M | Sell |
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|
2020
Q2 | $17.3M | Buy |
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|
2020
Q1 | $6.06M | Buy |
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|
2019
Q4 | $703K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $267K | Buy |
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $226K | Sell |
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|
2016
Q4 | $468K | Buy |
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|
2016
Q3 | $433K | Sell |
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|
2016
Q2 | $452K | Buy |
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