Cornerstone Wealth 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
Q3 | $627K | Sell |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $911K | Buy |
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|
2021
Q2 | $766K | Buy |
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|
2021
Q1 | $715K | Sell |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $1.64M | Buy |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $405K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $664K | Buy |
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|
2018
Q4 | $513K | Sell |
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|
2018
Q3 | $4.77M | Buy |
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|
2018
Q2 | $4.72M | Buy |
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|
2018
Q1 | $453K | Sell |
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|
2017
Q4 | $503K | Sell |
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|
2017
Q3 | $523K | Sell |
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $818K | Buy |
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