Cypress Wealth Services’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 | $370K | Buy |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $774K | Sell |
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|
2023
Q3 | $893K | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $2.62M | Sell |
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $210K | Buy |
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