Financial Engines 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.4M | Sell |
356,969
-10,993
| -3% | -$1.1M | 0.07% | 62 |
|
|
2025
Q4 | $36.8M | Sell |
367,962
-93,486
| -20% | -$9.38M | 0.07% | 62 |
|
|
2025
Q3 | $46.3M | Buy |
461,448
+91,007
| +25% | +$9.03M | 0.09% | 54 |
|
|
2025
Q2 | $36.7M | Buy |
370,441
+203,205
| +122% | +$19.9M | 0.07% | 59 |
|
|
2025
Q1 | $16.5M | Sell |
167,236
-15,934
| -9% | -$1.56M | 0.04% | 73 |
|
|
2024
Q4 | $17.7M | Sell |
183,170
-3,640
| -2% | -$359K | 0.04% | 75 |
|
|
2024
Q3 | $18.9M | Sell |
186,810
-8,553
| -4% | -$853K | 0.04% | 65 |
|
|
2024
Q2 | $19M | Sell |
195,363
-5,462
| -3% | -$527K | 0.04% | 67 |
|
|
2024
Q1 | $19.7M | Sell |
200,825
-39,821
| -17% | -$3.9M | 0.04% | 59 |
|
|
2023
Q4 | $23.9M | Buy |
240,646
+88,529
| +58% | +$8.42M | 0.06% | 58 |
|
|
2023
Q3 | $14.3M | Sell |
152,117
-90,600
| -37% | -$8.73M | 0.04% | 62 |
|
|
2023
Q2 | $23.8M | Buy |
242,717
+15,461
| +7% | +$1.53M | 0.06% | 57 |
|
|
2023
Q1 | $22.6M | Sell |
227,256
-330,447
| -59% | -$32.7M | 0.06% | 58 |
|
|
2022
Q4 | $54.1M | Buy |
557,703
+315,720
| +130% | +$30.5M | 0.15% | 51 |
|
|
2022
Q3 | $23.3M | Buy |
241,983
+4,840
| +2% | +$489K | 0.08% | 61 |
|
|
2022
Q2 | $24.1M | Buy |
237,143
+83,765
| +55% | +$8.61M | 0.07% | 60 |
|
|
2022
Q1 | $16.4M | Buy |
153,378
+14,495
| +10% | +$1.6M | 0.04% | 63 |
|
|
2021
Q4 | $15.8M | Buy |
138,883
+34,036
| +32% | +$3.89M | 0.04% | 56 |
|
|
2021
Q3 | $12M | Buy |
104,847
+5,372
| +5% | +$623K | 0.04% | 57 |
|
|
2021
Q2 | $11.5M | Sell |
99,475
-397
| -0.4% | -$45.5K | 0.03% | 57 |
|
|
2021
Q1 | $11.4M | Buy |
99,872
+15,190
| +18% | +$1.76M | 0.04% | 58 |
|
|
2020
Q4 | $10M | Buy |
84,682
+3,301
| +4% | +$389K | 0.03% | 61 |
|
|
2020
Q3 | $9.61M | Buy |
81,381
+6,150
| +8% | +$730K | 0.04% | 59 |
|
|
2020
Q2 | $8.89M | Sell |
75,231
-14,736
| -16% | -$1.73M | 0.04% | 57 |
|
|
2020
Q1 | $10.4M | Buy |
+89,967
| New | +$10.3M | 0.06% | 53 |
|
|
2018
Q2 | – | Sell |
-1,167
| Closed | -$125K | – | 137 |
|
|
2018
Q1 | $125K | Buy |
+1,167
| New | +$125K | ﹤0.01% | 60 |
|
Other funds holding AGG
