Crewe Advisors’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 | $610K | Buy |
|
|||||
|
2025
Q1 | $457K | Hold |
|
|||||
|
2024
Q4 | $448K | Hold |
|
|||||
|
2024
Q3 | $468K | Sell |
|
|||||
|
2024
Q2 | $507K | Hold |
|
|||||
|
2024
Q1 | $511K | Hold |
|
|||||
|
2023
Q4 | $518K | Sell |
|
|||||
|
2023
Q3 | $644K | Buy |
|
|||||
|
2023
Q2 | $21K | Buy |
|
|||||
|
2023
Q1 | $20.7K | Sell |
|
|||||
|
2022
Q4 | $94.1K | Sell |
|
|||||
|
2022
Q3 | $230K | Hold |
|
|||||
|
2022
Q2 | $243K | Sell |
|
|||||
|
2022
Q1 | $305K | Sell |
|
|||||
|
2021
Q4 | $1.16M | Buy |
|
|||||
|
2021
Q3 | $168K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $1.33M | Buy |
|
|||||
|
2019
Q1 | $119K | Hold |
|
|||||
|
2018
Q4 | $116K | Hold |
|
|||||
|
2018
Q3 | $115K | Hold |
|
|||||
|
2018
Q2 | $116K | Hold |
|
|||||
|
2018
Q1 | $117K | Sell |
|
|||||
|
2017
Q4 | $121K | Buy |
|