Capital Investment Advisors’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 | $1.35M | Buy |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $769K | Buy |
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|
2023
Q2 | $762K | Buy |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $783K | Sell |
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|
2022
Q2 | $880K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $987K | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $960K | Sell |
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|
2020
Q1 | $987K | Buy |
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|
2019
Q4 | $886K | Buy |
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|
2019
Q3 | $787K | Buy |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $682K | Sell |
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|
2018
Q4 | $1.11M | Buy |
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|
2018
Q3 | $676K | Sell |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.39M | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.47M | Sell |
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|
2017
Q2 | $1.48M | Sell |
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|
2017
Q1 | $1.51M | Sell |
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|
2016
Q4 | $1.61M | Sell |
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|
2016
Q3 | $1.68M | Sell |
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|
2016
Q2 | $1.69M | Sell |
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|
2016
Q1 | $1.85M | Sell |
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|
2015
Q4 | $1.88M | Buy |
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|
2015
Q3 | $1.83M | Buy |
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|
2015
Q2 | $1.67M | Buy |
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|
2015
Q1 | $1.22M | Buy |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.12M | Buy |
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|
2014
Q2 | $1.11M | Buy |
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|
2014
Q1 | $996K | Buy |
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|
2013
Q4 | $969K | Buy |
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