Elm Partners 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
Q3 | $18.2M | Sell |
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|
2025
Q2 | $18.8M | Sell |
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|
2025
Q1 | $24M | Sell |
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|
2024
Q4 | $42.9M | Sell |
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|
2024
Q3 | $48.3M | Sell |
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|
2024
Q2 | $51.1M | Buy |
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|
2024
Q1 | $20.5M | Sell |
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|
2023
Q4 | $22.3M | Buy |
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|
2023
Q3 | $3.31M | Buy |
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|
2023
Q2 | $787K | Buy |
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|
2023
Q1 | $740K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $193K | Hold |
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|
2021
Q1 | $190K | Sell |
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|
2020
Q4 | $3.76M | Sell |
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|
2020
Q3 | $4.24M | Sell |
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|
2020
Q2 | $4.75M | Sell |
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|
2020
Q1 | $4.79M | Sell |
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|
2019
Q4 | $7.21M | Sell |
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|
2019
Q3 | $7.62M | Sell |
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|
2019
Q2 | $7.71M | Buy |
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|
2019
Q1 | $7.02M | Buy |
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|
2018
Q4 | $0 | Buy |
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