Crestwood Advisors Group’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 | $105M | Buy |
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2025
Q1 | $101M | Buy |
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|
2024
Q4 | $93.8M | Sell |
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|
2024
Q3 | $105M | Buy |
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|
2024
Q2 | $26.4M | Buy |
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|
2024
Q1 | $25M | Sell |
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|
2023
Q4 | $28.7M | Buy |
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|
2023
Q3 | $19.9M | Buy |
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|
2023
Q2 | $20.2M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $10.2M | Sell |
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|
2022
Q3 | $12.6M | Sell |
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|
2022
Q2 | $13.8M | Sell |
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|
2022
Q1 | $25.3M | Buy |
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|
2021
Q4 | $11.1M | Buy |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $10.4M | Sell |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $9.9M | Buy |
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|
2020
Q1 | $9.26M | Buy |
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|
2019
Q4 | $8.61M | Buy |
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|
2019
Q3 | $8.47M | Buy |
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|
2019
Q2 | $8.19M | Sell |
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|
2019
Q1 | $8.14M | Sell |
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|
2018
Q4 | $9.78M | Buy |
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|
2018
Q3 | $6.58M | Buy |
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|
2018
Q2 | $6.11M | Buy |
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|
2018
Q1 | $4.08M | Buy |
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|
2017
Q4 | $3.87M | Buy |
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|
2017
Q3 | $3.65M | Buy |
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|
2017
Q2 | $3.53M | Buy |
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|
2017
Q1 | $3.35M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.87M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $313K | Sell |
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|
2013
Q3 | $334K | Sell |
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|
2013
Q2 | $425K | Buy |
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