Calton & Associates’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
Q2 | $671K | Buy |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $725K | Buy |
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|
2022
Q4 | $701K | Sell |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $791K | Sell |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $4.22M | Sell |
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|
2021
Q2 | $6.09M | Sell |
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|
2021
Q1 | $7.89M | Sell |
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|
2020
Q4 | $12.4M | Sell |
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|
2020
Q3 | $14.3M | Buy |
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|
2020
Q2 | $11.2M | Buy |
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|
2020
Q1 | $10.8M | Sell |
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|
2019
Q4 | $10.8M | Sell |
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|
2019
Q3 | $12.7M | Buy |
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|
2019
Q2 | $8.13M | Sell |
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|
2019
Q1 | $8.88M | Buy |
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|
2018
Q4 | $6M | Sell |
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|
2018
Q3 | $7.76M | Sell |
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|
2018
Q2 | $16.2M | Buy |
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|
2018
Q1 | $12.5M | Buy |
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|
2017
Q4 | $12.2M | Buy |
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