Empirical Wealth 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
Q2 | $616K | Sell |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q4 | $620K | Sell |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $763K | Sell |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $910K | Buy |
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|
2019
Q4 | $853K | Sell |
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|
2019
Q3 | $927K | Buy |
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|
2019
Q2 | $604K | Sell |
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|
2019
Q1 | $616K | Sell |
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|
2018
Q4 | $783K | Buy |
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|
2018
Q3 | $676K | Sell |
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|
2018
Q2 | $701K | Sell |
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|
2018
Q1 | $816K | Sell |
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|
2017
Q4 | $982K | Sell |
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|
2017
Q3 | $1.09M | Sell |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $1.28M | Sell |
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|
2016
Q3 | $1.41M | Sell |
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|
2016
Q2 | $1.45M | Sell |
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|
2016
Q1 | $1.63M | Buy |
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|
2015
Q4 | $1.51M | Sell |
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|
2015
Q3 | $1.66M | Sell |
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|
2015
Q2 | $1.65M | Sell |
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|
2015
Q1 | $1.77M | Sell |
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|
2014
Q4 | $1.82M | Sell |
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|
2014
Q3 | $1.93M | Sell |
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|
2014
Q2 | $2.02M | Buy |
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|
2014
Q1 | $1.63M | Buy |
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|
2013
Q4 | $1.44M | Buy |
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|
2013
Q3 | $1.31M | Buy |
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|
2013
Q2 | $1.16M | Buy |
|