Chartwell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.44M | Sell |
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|
2024
Q2 | $9.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $414K | Hold |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $464K | Hold |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $469K | Hold |
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|
2021
Q1 | $463K | Sell |
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|
2020
Q4 | $550K | Hold |
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|
2020
Q3 | $549K | Sell |
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|
2020
Q2 | $579K | Buy |
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