Howe & Rusling’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 | $433K | Sell |
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|
2025
Q1 | $857K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $430K | Sell |
|
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $546K | Sell |
|
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|
2022
Q4 | $3.33M | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $456K | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $439K | Sell |
|
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $10K | Sell |
|
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|
2019
Q2 | $15K | Sell |
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|
2019
Q1 | $37K | Buy |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Hold |
|
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|
2017
Q4 | $10K | Hold |
|
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|
2017
Q3 | $10K | Hold |
|
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|
2017
Q2 | $10K | Hold |
|
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|
2017
Q1 | $10K | Hold |
|
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|
2016
Q4 | $10K | Hold |
|
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|
2016
Q3 | $10K | Sell |
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|
2016
Q2 | $67K | Sell |
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|
2016
Q1 | $221K | Hold |
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|
2015
Q4 | $215K | Hold |
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|
2015
Q3 | $219K | Hold |
|
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|
2015
Q2 | $217K | Hold |
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|
2015
Q1 | $222K | Buy |
|
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|
2014
Q4 | $66K | Sell |
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|
2014
Q3 | $131K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $138K | Buy |
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|
2013
Q3 | $131K | Sell |
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|
2013
Q2 | $142K | Buy |
|