Corient Private Wealth’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 | $92M | Sell |
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|
2025
Q1 | $196M | Buy |
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|
2024
Q4 | $89.8M | Buy |
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|
2024
Q3 | $81.1M | Sell |
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|
2024
Q2 | $91.8M | Buy |
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|
2024
Q1 | $87.9M | Sell |
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|
2023
Q4 | $107M | Buy |
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|
2023
Q3 | $101M | Buy |
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|
2023
Q2 | $49.4M | Buy |
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|
2023
Q1 | $22.3M | Sell |
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|
2022
Q4 | $50.9M | Buy |
|