Edgemoor Investment Advisors’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 | $2.23M | Sell |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $864K | Buy |
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|
2024
Q1 | $825K | Buy |
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|
2023
Q4 | $811K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $435K | Hold |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $460K | Hold |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $14.9M | Sell |
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|
2021
Q3 | $15M | Sell |
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|
2021
Q2 | $17.8M | Sell |
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|
2021
Q1 | $18.3M | Sell |
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|
2020
Q4 | $19.2M | Sell |
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|
2020
Q3 | $20.7M | Buy |
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|
2020
Q2 | $19.7M | Buy |
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|
2020
Q1 | $18.3M | Buy |
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|
2019
Q4 | $17.3M | Buy |
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|
2019
Q3 | $16.8M | Buy |
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|
2019
Q2 | $16.3M | Buy |
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|
2019
Q1 | $15M | Buy |
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|
2018
Q4 | $12.4M | Buy |
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|
2018
Q3 | $12.2M | Buy |
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|
2018
Q2 | $10.7M | Buy |
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|
2018
Q1 | $8.49M | Buy |
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|
2017
Q4 | $6.71M | Buy |
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|
2017
Q3 | $2.6M | Buy |
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