Choate Investment Advisors’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 | $668K | Sell |
|
|||||
|
2025
Q1 | $698K | Sell |
|
|||||
|
2024
Q4 | $1M | Sell |
|
|||||
|
2024
Q3 | $1.16M | Sell |
|
|||||
|
2024
Q2 | $4.44M | Sell |
|
|||||
|
2024
Q1 | $12.5M | Sell |
|
|||||
|
2023
Q4 | $38.8M | Buy |
|
|||||
|
2023
Q3 | $33M | Buy |
|
|||||
|
2023
Q2 | $33.5M | Buy |
|
|||||
|
2023
Q1 | $51K | Sell |
|
|||||
|
2022
Q4 | $136K | Buy |
|
|||||
|
2022
Q3 | $4K | Sell |
|
|||||
|
2022
Q2 | $14K | Sell |
|
|||||
|
2022
Q1 | $460K | Buy |
|
|||||
|
2021
Q4 | $469K | Sell |
|
|||||
|
2021
Q3 | $817K | Hold |
|
|||||
|
2021
Q2 | $821K | Sell |
|
|||||
|
2021
Q1 | $981K | Hold |
|
|||||
|
2020
Q4 | $1.02M | Sell |
|
|||||
|
2020
Q3 | $1.24M | Buy |
|
|||||
|
2020
Q2 | $1.02M | Hold |
|
|||||
|
2020
Q1 | $994K | Buy |
|