Gladstone Institutional Advisory’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
Q3 | $2.11M | Sell |
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|
2025
Q2 | $2.24M | Sell |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $4.03M | Sell |
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|
2024
Q3 | $5.91M | Buy |
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|
2024
Q2 | $5.05M | Buy |
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|
2024
Q1 | $4.17M | Buy |
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|
2023
Q4 | $3.65M | Buy |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.99M | Sell |
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|
2022
Q3 | $3.15M | Buy |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $3.78M | Sell |
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|
2021
Q4 | $4.66M | Sell |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $4.03M | Sell |
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|
2021
Q1 | $5.52M | Buy |
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|
2020
Q4 | $4.43M | Sell |
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|
2020
Q3 | $4.79M | Sell |
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|
2020
Q2 | $5.68M | Sell |
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|
2020
Q1 | $6.7M | Buy |
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|
2019
Q4 | $5.59M | Buy |
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|
2019
Q3 | $4.84M | Buy |
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|
2019
Q2 | $4.52M | Buy |
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|
2019
Q1 | $3.54M | Buy |
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|
2018
Q4 | $1.29M | Buy |
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