Essex Financial Services’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 | $288K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $518K | Sell |
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|
2024
Q2 | $529K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $413K | Hold |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $449K | Buy |
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|
2020
Q3 | $354K | Buy |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $1.47M | Buy |
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|
2018
Q2 | $422K | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $456K | Sell |
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|
2017
Q2 | $946K | Buy |
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|
2017
Q1 | $347K | Sell |
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|
2016
Q4 | $886K | Sell |
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|
2016
Q3 | $1.92M | Buy |
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|
2016
Q2 | $671K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.14M | Sell |
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|
2015
Q1 | $1.36M | Buy |
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|
2014
Q4 | $1.3M | Buy |
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|
2014
Q3 | $1.27M | Buy |
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|
2014
Q2 | $1.21M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $224K | Buy |
|