Creative Planning’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 | $1.23B | Sell |
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|
2025
Q1 | $1.26B | Sell |
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|
2024
Q4 | $1.25B | Buy |
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|
2024
Q3 | $1.28B | Sell |
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|
2024
Q2 | $1.26B | Buy |
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|
2024
Q1 | $1.24B | Buy |
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|
2023
Q4 | $1.25B | Buy |
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|
2023
Q3 | $1.11B | Buy |
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|
2023
Q2 | $1.1B | Buy |
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|
2023
Q1 | $1.11B | Sell |
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|
2022
Q4 | $1.11B | Sell |
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|
2022
Q3 | $1.11B | Sell |
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|
2022
Q2 | $1.18B | Sell |
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|
2022
Q1 | $1.51B | Sell |
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|
2021
Q4 | $1.78B | Buy |
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|
2021
Q3 | $1.78B | Sell |
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|
2021
Q2 | $1.83B | Sell |
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|
2021
Q1 | $1.91B | Buy |
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|
2020
Q4 | $1.94B | Sell |
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|
2020
Q3 | $2B | Sell |
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|
2020
Q2 | $2.05B | Sell |
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|
2020
Q1 | $2.06B | Sell |
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|
2019
Q4 | $2.77B | Buy |
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|
2019
Q3 | $2.61B | Buy |
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|
2019
Q2 | $2.45B | Buy |
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|
2019
Q1 | $2.1B | Buy |
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|
2018
Q4 | $1.89B | Buy |
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|
2018
Q3 | $1.85B | Buy |
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|
2018
Q2 | $1.64B | Buy |
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|
2018
Q1 | $1.53B | Buy |
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|
2017
Q4 | $1.51B | Buy |
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|
2017
Q3 | $1.33B | Buy |
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|
2017
Q2 | $1.21B | Buy |
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|
2017
Q1 | $1.09B | Buy |
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|
2016
Q4 | $986M | Buy |
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|
2016
Q3 | $975M | Buy |
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|
2016
Q2 | $833M | Buy |
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|
2016
Q1 | $745M | Buy |
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|
2015
Q4 | $717M | Buy |
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|
2015
Q3 | $661M | Buy |
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|
2015
Q2 | $651M | Buy |
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|
2015
Q1 | $547M | Buy |
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|
2014
Q4 | $455M | Buy |
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|
2014
Q3 | $374M | Buy |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $9.04M | Buy |
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|
2013
Q4 | $8.48M | Buy |
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|
2013
Q3 | $7.53M | Buy |
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|
2013
Q2 | $6.46M | Buy |
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