Gradient Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $511K | Sell |
|
|||||
|
2025
Q2 | $517K | Sell |
|
|||||
|
2025
Q1 | $518K | Hold |
|
|||||
|
2024
Q4 | $508K | Hold |
|
|||||
|
2024
Q3 | $531K | Buy |
|
|||||
|
2024
Q2 | $499K | Hold |
|
|||||
|
2024
Q1 | $503K | Hold |
|
|||||
|
2023
Q4 | $510K | Hold |
|
|||||
|
2023
Q3 | $483K | Sell |
|
|||||
|
2023
Q2 | $511K | Hold |
|
|||||
|
2023
Q1 | $520K | Sell |
|
|||||
|
2022
Q4 | $525K | Hold |
|
|||||
|
2022
Q3 | $521K | Sell |
|
|||||
|
2022
Q2 | $608K | Sell |
|
|||||
|
2022
Q1 | $655K | Hold |
|
|||||
|
2021
Q4 | $698K | Sell |
|
|||||
|
2021
Q3 | $711K | Hold |
|
|||||
|
2021
Q2 | $714K | Sell |
|
|||||
|
2021
Q1 | $717K | Hold |
|
|||||
|
2020
Q4 | $745K | Hold |
|
|||||
|
2020
Q3 | $744K | Sell |
|
|||||
|
2020
Q2 | $749K | Sell |
|
|||||
|
2020
Q1 | $740K | Sell |
|
|||||
|
2019
Q4 | $818K | Buy |
|
|||||
|
2019
Q3 | $819K | Hold |
|
|||||
|
2019
Q2 | $806K | Sell |
|
|||||
|
2019
Q1 | $830K | Hold |
|
|||||
|
2018
Q4 | $810K | Sell |
|
|||||
|
2018
Q3 | $831K | Sell |
|
|||||
|
2018
Q2 | $909K | Sell |
|
|||||
|
2018
Q1 | $1.05M | Hold |
|
|||||
|
2017
Q4 | $1.07M | Buy |
|