Grimes & Company’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 | $18.1M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $9.56M | Buy |
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|
2024
Q2 | $8.82M | Sell |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $9.96M | Buy |
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|
2023
Q2 | $7.69M | Sell |
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|
2023
Q1 | $8.7M | Sell |
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|
2022
Q4 | $8.59M | Sell |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $12.8M | Sell |
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|
2022
Q1 | $13.9M | Buy |
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|
2021
Q4 | $7.12M | Buy |
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|
2021
Q3 | $7M | Sell |
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|
2021
Q2 | $7.26M | Sell |
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|
2021
Q1 | $8.99M | Sell |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $13.6M | Sell |
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|
2020
Q2 | $14M | Sell |
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|
2020
Q1 | $84.8M | Buy |
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|
2019
Q4 | $10.5M | Buy |
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|
2019
Q3 | $8.01M | Buy |
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|
2019
Q2 | $5.7M | Sell |
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|
2019
Q1 | $5.64M | Sell |
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|
2018
Q4 | $6.46M | Buy |
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|
2018
Q3 | $623K | Buy |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $294K | Buy |
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