Dynamic Advisor Solutions’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 | $3.77M | Buy |
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|
2025
Q2 | $3.5M | Buy |
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2025
Q1 | $3.42M | Buy |
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|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $8.04M | Buy |
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|
2024
Q2 | $7.52M | Buy |
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|
2024
Q1 | $6.63M | Sell |
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|
2023
Q4 | $8.04M | Sell |
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|
2023
Q3 | $8.58M | Buy |
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|
2023
Q2 | $6.66M | Sell |
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|
2023
Q1 | $9.26M | Sell |
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|
2022
Q4 | $12.6M | Sell |
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|
2022
Q3 | $13.6M | Sell |
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|
2022
Q2 | $15.7M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $9.25M | Buy |
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|
2021
Q2 | $7.66M | Sell |
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|
2021
Q1 | $8.19M | Buy |
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|
2020
Q4 | $7.12M | Buy |
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|
2020
Q3 | $4.57M | Buy |
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|
2020
Q2 | $2.99M | Buy |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $2.34M | Sell |
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|
2019
Q3 | $2.58M | Sell |
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|
2019
Q2 | $2.91M | Buy |
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|
2019
Q1 | $2.8M | Buy |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $1.5M | Sell |
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|
2018
Q2 | $1.81M | Buy |
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|
2018
Q1 | $960K | Buy |
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|
2017
Q4 | $615K | Sell |
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|
2017
Q3 | $684K | Buy |
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|
2017
Q2 | $646K | Sell |
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|
2017
Q1 | $880K | Sell |
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|
2016
Q4 | $887K | Sell |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $835K | Buy |
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|
2016
Q1 | $814K | Buy |
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|
2015
Q4 | $720K | Buy |
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|
2015
Q3 | $585K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $471K | Buy |
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|
2014
Q4 | $425K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $238K | Sell |
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|
2014
Q1 | $276K | Buy |
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|
2013
Q4 | $250K | Buy |
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