Carmel Capital Partners’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 | $823K | Sell |
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|
2025
Q1 | $836K | Buy |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $16K | Sell |
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|
2023
Q2 | $59K | Hold |
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|
2023
Q1 | $60K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $272K | Buy |
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