GeoWealth Management’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 | $2.38M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $6.63M | Buy |
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|
2024
Q2 | $979K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $2.4M | Buy |
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|
2023
Q1 | $22K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $787K | Buy |
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|
2020
Q3 | $720K | Sell |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $312K | Buy |
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