Element Wealth’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
$6.14M Sell
2025
Q2
$6.08M Sell
2025
Q1
$6.14M Buy
2024
Q4
$5.75M Sell
2024
Q3
$6.29M Buy
2024
Q2
$5.92M Buy
2024
Q1
$5.35M Sell
2023
Q4
$5.58M Buy
2023
Q3
$2.31M Sell
2023
Q2
$2.77M Buy
2023
Q1
$2.51M Buy
2022
Q4
$2.2M Buy
2022
Q3
$1.47M Buy
2022
Q2
$1.52M Buy
2022
Q1
$1.57M Buy
2021
Q4
$1.24M Buy
2021
Q3
$1.18M Buy
2021
Q2
$878K Sell
2021
Q1
$1.2M Sell
2020
Q4
$1.37M Buy
2020
Q3
$1.07M Buy
2020
Q2
$1.03M Buy
2020
Q1
$693K Sell
2019
Q4
$5.08M Buy