CWA Asset Management 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 | $593K | Sell |
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|
2025
Q1 | $22.7M | Buy |
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|
2024
Q4 | $19.4M | Buy |
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|
2024
Q3 | $19.1M | Buy |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $9.77M | Buy |
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|
2023
Q2 | $7.95M | Buy |
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|
2023
Q1 | $6.28M | Buy |
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|
2022
Q4 | $3.96M | Sell |
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|
2022
Q3 | $5.15M | Buy |
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|
2022
Q2 | $4.64M | Buy |
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|
2022
Q1 | $4.7M | Buy |
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|
2021
Q4 | $1.97M | Sell |
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|
2021
Q3 | $2M | Sell |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $346K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $3.82M | Sell |
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|
2019
Q3 | $4.34M | Buy |
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|
2019
Q2 | $3.23M | Buy |
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|
2019
Q1 | $2.24M | Buy |
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|
2018
Q4 | $920K | Buy |
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|
2018
Q3 | $399K | Sell |
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|
2018
Q2 | $452K | Buy |
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|
2018
Q1 | $401K | Buy |
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|
2017
Q4 | $408K | Sell |
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|
2017
Q3 | $459K | Buy |
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|
2017
Q2 | $404K | Sell |
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|
2017
Q1 | $442K | Buy |
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|
2016
Q4 | $384K | Buy |
|