Evoke Wealth’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 | $71M | Sell |
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|
2025
Q1 | $75.6M | Sell |
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|
2024
Q4 | $81.5M | Sell |
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|
2024
Q3 | $86.7M | Buy |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $92.5M | Buy |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $1.69M | Hold |
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|
2023
Q1 | $1.72M | Hold |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $689K | Hold |
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|
2022
Q2 | $727K | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $2.25M | Hold |
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|
2021
Q3 | $2.26M | Hold |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.58M | Hold |
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|
2020
Q4 | $2.68M | Sell |
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|
2020
Q3 | $2.74M | Hold |
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|
2020
Q2 | $2.74M | Buy |
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|
2020
Q1 | $390K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $388K | Buy |
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