EP Wealth 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 | $235M | Buy |
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|
2025
Q1 | $232M | Buy |
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|
2024
Q4 | $224M | Buy |
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|
2024
Q3 | $171M | Buy |
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|
2024
Q2 | $157M | Buy |
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|
2024
Q1 | $152M | Sell |
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|
2023
Q4 | $178M | Buy |
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|
2023
Q3 | $69M | Buy |
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|
2023
Q2 | $38.7M | Hold |
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|
2023
Q1 | $31.6M | Sell |
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|
2022
Q4 | $78.5M | Buy |
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|
2022
Q3 | $44.9M | Sell |
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|
2022
Q2 | $61.6M | Buy |
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|
2022
Q1 | $39.2M | Buy |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $7.59M | Sell |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $16M | Buy |
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|
2020
Q3 | $4.04M | Sell |
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|
2020
Q2 | $7.64M | Buy |
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|
2020
Q1 | $5.52M | Buy |
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|
2019
Q4 | $3.24M | Buy |
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|
2019
Q3 | $2.93M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.18M | Sell |
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|
2018
Q4 | $28.6M | Buy |
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|
2018
Q3 | $12.3M | Buy |
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|
2018
Q2 | $2.87M | Buy |
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|
2018
Q1 | $2.47M | Sell |
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|
2017
Q4 | $3.41M | Buy |
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|
2017
Q3 | $2.93M | Sell |
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|
2017
Q2 | $2.93M | Sell |
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|
2017
Q1 | $7.32M | Sell |
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|
2016
Q4 | $45.6M | Buy |
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|
2016
Q3 | $2.7M | Buy |
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|
2016
Q2 | $2.42M | Sell |
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|
2016
Q1 | $2.67M | Sell |
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|
2015
Q4 | $12.5M | Buy |
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|
2015
Q3 | $2.9M | Buy |
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|
2015
Q2 | $1.46M | Sell |
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|
2015
Q1 | $2.75M | Sell |
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|
2014
Q4 | $10.6M | Sell |
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|
2014
Q3 | $119M | Buy |
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|
2014
Q2 | $305K | Sell |
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|
2014
Q1 | $464K | Sell |
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|
2013
Q4 | $6.05M | Buy |
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|
2013
Q3 | $2.88M | Buy |
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