Center for Financial Planning’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 | $95.7M | Buy |
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2025
Q1 | $94.4M | Buy |
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|
2024
Q4 | $58.8M | Buy |
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|
2024
Q3 | $54.1M | Buy |
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|
2024
Q2 | $48M | Buy |
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|
2024
Q1 | $41.7M | Buy |
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|
2023
Q4 | $664K | Buy |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $367K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $2.41M | Sell |
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|
2020
Q1 | $56.7M | Sell |
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|
2019
Q4 | $89.5M | Buy |
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