Clearstead Trust’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 | $392K | Buy |
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2025
Q1 | $126K | Buy |
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|
2024
Q4 | $116K | Sell |
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|
2024
Q3 | $159K | Buy |
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|
2024
Q2 | $90.7K | Hold |
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|
2024
Q1 | $91.5K | Sell |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $82.9K | Hold |
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|
2022
Q4 | $81K | Buy |
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|
2022
Q3 | $49K | Buy |
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