Concorde Asset Management’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
Q1 | $233K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $342K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $622K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $396K | Sell |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $326K | Buy |
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|
2019
Q4 | $317K | Sell |
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|
2019
Q3 | $425K | Sell |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | $487K | Sell |
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|
2018
Q4 | $609K | Buy |
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|
2018
Q3 | $600K | Sell |
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|
2018
Q2 | $647K | Buy |
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|
2018
Q1 | $649K | Buy |
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|
2017
Q4 | $647K | Sell |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $667K | Buy |
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|
2017
Q1 | $511K | Sell |
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|
2016
Q4 | $661K | Buy |
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|
2016
Q3 | $573K | Buy |
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|
2016
Q2 | $478K | Sell |
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|
2016
Q1 | $1.03M | Buy |
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|
2015
Q4 | $536K | Buy |
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|
2015
Q3 | $383K | Buy |
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|
2015
Q2 | $246K | Buy |
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