Ethos Financial Group’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 | $764K | Buy |
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|
2025
Q2 | $732K | Sell |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $721K | Sell |
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|
2024
Q3 | $971K | Buy |
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|
2024
Q2 | $802K | Sell |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $527K | Buy |
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