Gerber Kawasaki Wealth & Investment 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 | $84.4M | Buy |
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|
2025
Q1 | $83.8M | Buy |
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|
2024
Q4 | $74.2M | Buy |
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|
2024
Q3 | $73.5M | Buy |
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|
2024
Q2 | $62M | Buy |
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|
2024
Q1 | $3.5M | Buy |
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|
2023
Q4 | $3.27M | Sell |
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|
2023
Q3 | $4.07M | Sell |
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|
2023
Q2 | $4.61M | Buy |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $36K | Sell |
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|
2021
Q2 | $519K | Buy |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $683K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $485K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $641K | Buy |
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|
2017
Q2 | $349K | Buy |
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