Destination 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
Q2 | $145M | Buy |
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|
2025
Q1 | $143M | Buy |
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|
2024
Q4 | $133M | Buy |
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|
2024
Q3 | $136M | Buy |
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|
2024
Q2 | $126M | Buy |
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|
2024
Q1 | $120M | Buy |
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|
2023
Q4 | $101M | Sell |
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|
2023
Q3 | $117M | Buy |
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|
2023
Q2 | $116M | Buy |
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|
2023
Q1 | $115M | Buy |
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|
2022
Q4 | $95.8M | Sell |
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|
2022
Q3 | $112M | Buy |
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|
2022
Q2 | $115M | Sell |
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|
2022
Q1 | $133M | Sell |
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|
2021
Q4 | $184M | Buy |
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|
2021
Q3 | $181M | Buy |
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|
2021
Q2 | $179M | Sell |
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|
2021
Q1 | $188M | Buy |
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|
2020
Q4 | $188M | Buy |
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|
2020
Q3 | $179M | Buy |
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|
2020
Q2 | $168M | Sell |
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|
2020
Q1 | $170M | Buy |
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|
2019
Q4 | $150M | Buy |
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|
2019
Q3 | $146M | Buy |
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|
2019
Q2 | $141M | Buy |
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|
2019
Q1 | $133M | Buy |
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|
2018
Q4 | $101M | Sell |
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|
2018
Q3 | $139M | Buy |
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|
2018
Q2 | $133M | Buy |
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|
2018
Q1 | $131M | Buy |
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|
2017
Q4 | $126M | Buy |
|
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|
2017
Q3 | $124M | Sell |
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|
2017
Q2 | $134M | Sell |
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|
2017
Q1 | $179M | Sell |
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|
2016
Q4 | $189M | Sell |
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|
2016
Q3 | $204M | Buy |
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|
2016
Q2 | $195M | Buy |
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|
2016
Q1 | $94M | Hold |
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|
2015
Q4 | $94M | Buy |
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|
2015
Q3 | $2.82M | Sell |
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|
2015
Q2 | $23.5M | Buy |
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|
2015
Q1 | $2.42M | Buy |
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|
2014
Q4 | $2.19M | Buy |
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|
2014
Q3 | $1.61M | Sell |
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|
2014
Q2 | $2.8M | Buy |
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|
2014
Q1 | $2.75M | Buy |
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|
2013
Q4 | $2.65M | Sell |
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|
2013
Q3 | $4.63M | Sell |
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|
2013
Q2 | $4.67M | Buy |
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