Capital Analysts LLC’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 | $984K | Sell |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $16.5M | Sell |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $12M | Sell |
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|
2023
Q2 | $13M | Sell |
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|
2023
Q1 | $19.3M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $954K | Buy |
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|
2022
Q2 | $957K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $59M | Buy |
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|
2021
Q3 | $58.4M | Buy |
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|
2021
Q2 | $55.5M | Buy |
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|
2021
Q1 | $48.9M | Sell |
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|
2020
Q4 | $52.1M | Buy |
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|
2020
Q3 | $50M | Buy |
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|
2020
Q2 | $47.2M | Sell |
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|
2020
Q1 | $46.5M | Sell |
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|
2019
Q4 | $45.5M | Buy |
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|
2019
Q3 | $45.7M | Buy |
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|
2019
Q2 | $44.3M | Sell |
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|
2019
Q1 | $44.1M | Buy |
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|
2018
Q4 | $42.1M | Sell |
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|
2018
Q3 | $44.2M | Sell |
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|
2018
Q2 | $44.9M | Buy |
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|
2018
Q1 | $44.1M | Buy |
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|
2017
Q4 | $43.9M | Buy |
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|
2017
Q3 | $42.7M | Buy |
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|
2017
Q2 | $41.1M | Buy |
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|
2017
Q1 | $39.5M | Buy |
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|
2016
Q4 | $42K | Hold |
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|
2016
Q3 | $43.5K | Hold |
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|
2016
Q2 | $43.6K | Hold |
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|
2016
Q1 | $42.9K | Hold |
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|
2015
Q4 | $41.8K | Hold |
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|
2015
Q3 | $42.4K | Sell |
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|
2015
Q2 | $141K | Sell |
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|
2015
Q1 | $2.78M | Buy |
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|
2014
Q4 | $2.74M | Sell |
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|
2014
Q3 | $2.72M | Buy |
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|
2014
Q2 | $2.6M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $1.13M | Buy |
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|
2013
Q3 | $1.13M | Buy |
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|
2013
Q2 | $1.1M | Buy |
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