Chapin Davis’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 | $500K | Buy |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $473K | Hold |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $449K | Buy |
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|
2023
Q4 | $448K | Hold |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $308K | Buy |
|