D.L. Carlson Investment 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
$5.46M Buy
2025
Q1
$3.77M Sell
2024
Q4
$3.84M Buy
2024
Q3
$4M Buy
2024
Q2
$3.21M Sell
2024
Q1
$3.84M Sell
2023
Q4
$3.84M Sell
2023
Q3
$4.07M Sell
2023
Q2
$4.26M Buy