Financial Consulate’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 | $516K | Sell |
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|
2025
Q1 | $596K | Sell |
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|
2024
Q4 | $976K | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $977K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $971K | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $995K | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.18M | Hold |
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|
2021
Q3 | $1.19M | Hold |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.18M | Hold |
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|
2020
Q4 | $1.22M | Hold |
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|
2020
Q3 | $1.22M | Hold |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.23M | Hold |
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|
2019
Q4 | $1.19M | Hold |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.6M | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.68M | Hold |
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|
2018
Q1 | $1.69M | Sell |
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|
2017
Q4 | $2.65M | Sell |
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|
2017
Q3 | $2.68M | Buy |
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|
2017
Q2 | $2.64M | Sell |
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|
2017
Q1 | $2.74M | Sell |
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|
2016
Q4 | $2.88M | Sell |
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|
2016
Q3 | $3.28M | Buy |
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|
2016
Q2 | $912K | Buy |
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|
2016
Q1 | $731K | Buy |
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|
2015
Q4 | $649K | Buy |
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|
2015
Q3 | $631K | Buy |
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|
2015
Q2 | $498K | Sell |
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|
2015
Q1 | $511K | Sell |
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|
2014
Q4 | $1.33M | Buy |
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