Forbes Financial Planning’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 | – | Sell |
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|
2025
Q1 | $8.01M | Buy |
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|
2024
Q4 | $7.7M | Buy |
|
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|
2024
Q3 | $7.76M | Buy |
|
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|
2024
Q2 | $7.33M | Buy |
|
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|
2024
Q1 | $7.15M | Buy |
|
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|
2023
Q4 | $7.17M | Buy |
|
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|
2023
Q3 | $6.57M | Sell |
|
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|
2023
Q2 | $6.89M | Sell |
|
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|
2023
Q1 | $7.13M | Buy |
|
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|
2022
Q4 | $5.33M | Hold |
|
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|
2022
Q3 | $5.33M | Buy |
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|
2022
Q2 | $5.08M | Buy |
|