Brown, Lisle/Cummings’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 | $65.2K | Sell |
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|
2025
Q2 | $69.4K | Sell |
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|
2025
Q1 | $74.2K | Hold |
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|
2024
Q4 | $72.7K | Sell |
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|
2024
Q3 | $81K | Hold |
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|
2024
Q2 | $77.7K | Sell |
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|
2024
Q1 | $85.5K | Sell |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $97.1K | Hold |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $166K | Hold |
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|
2022
Q3 | $165K | Hold |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $183K | Hold |
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|
2021
Q4 | $195K | Buy |
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