Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $11.6M | Sell |
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|
2023
Q1 | $13.8M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.77M | Buy |
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|
2022
Q2 | $771K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $507K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $176M | Sell |
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|
2019
Q3 | $486M | Sell |
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|
2019
Q2 | $482M | Sell |
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|
2019
Q1 | $676M | Buy |
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|
2018
Q4 | $456M | Buy |
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|
2018
Q3 | $376M | Buy |
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|
2018
Q2 | $329M | Buy |
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