Darwin Wealth Management’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 | $131K | Buy |
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|
2025
Q2 | $106K | Sell |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $120K | Sell |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $626K | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $2.69M | Sell |
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|
2020
Q2 | $6.16M | Sell |
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|
2020
Q1 | $6.43M | Buy |
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|
2019
Q4 | $5.67M | Buy |
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|
2019
Q3 | $5.49M | Sell |
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|
2019
Q2 | $5.41M | Sell |
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|
2019
Q1 | $5.35M | Sell |
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|
2018
Q4 | $5.37M | Sell |
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|
2018
Q3 | $5.39M | Buy |
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|
2018
Q2 | $5.11M | Buy |
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|
2018
Q1 | $4.95M | Sell |
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|
2017
Q4 | $5.46M | Buy |
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|
2017
Q3 | $4.02M | Sell |
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|
2017
Q2 | $4.18M | Buy |
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|
2017
Q1 | $4.03M | Buy |
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|
2016
Q4 | $3.36M | Sell |
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|
2016
Q3 | $3.79M | Buy |
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|
2016
Q2 | $3.55M | Buy |
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