Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $231K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $157K | Buy |
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|
2022
Q3 | $153K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $127K | Sell |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | $83K | Sell |
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|
2020
Q4 | $170K | Hold |
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|
2020
Q3 | $170K | Buy |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $134K | Buy |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $100K | Buy |
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|
2019
Q1 | $54K | Buy |
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|
2018
Q4 | $52K | Sell |
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|
2018
Q3 | $52K | Buy |
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|
2018
Q2 | $51K | Sell |
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|
2018
Q1 | $84K | Buy |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $26K | Sell |
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|
2016
Q4 | $47K | Sell |
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|
2016
Q3 | $87K | Buy |
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|
2016
Q2 | $33K | Sell |
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|
2016
Q1 | $76K | Buy |
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|
2015
Q4 | $10K | Sell |
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|
2015
Q3 | $16K | Sell |
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|
2015
Q2 | $41K | Buy |
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|
2015
Q1 | $29K | Sell |
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|
2014
Q4 | $34K | Sell |
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|
2014
Q3 | $35K | Sell |
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|
2014
Q2 | $62K | Buy |
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|
2014
Q1 | $59K | Sell |
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|
2013
Q4 | $111K | Buy |
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|
2013
Q3 | $82K | Sell |
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|
2013
Q2 | $131K | Buy |
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