HighMark Wealth 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
Q3 | $896K | Sell |
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|
2025
Q2 | $901K | Buy |
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|
2025
Q1 | $1.69K | Hold |
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|
2024
Q4 | $1.66K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $18.2K | Buy |
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|
2023
Q2 | $18.6K | Sell |
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|
2023
Q1 | $66.4K | Buy |
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|
2022
Q4 | $36K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $9K | Buy |
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|
2020
Q2 | $9K | Buy |
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