Disciplined Investments’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 | $368K | Sell |
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2025
Q2 | $436K | Sell |
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2025
Q1 | $920K | Sell |
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|
2024
Q4 | $987K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $161K | Buy |
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|
2023
Q1 | $155K | Sell |
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|
2022
Q4 | $173K | Buy |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $179K | Buy |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $298K | Buy |
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