Independent Advisor Alliance’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 | $6.24M | Buy |
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|
2025
Q2 | $6.07M | Buy |
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|
2025
Q1 | $5.67M | Sell |
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|
2024
Q4 | $16M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $20.2M | Buy |
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|
2019
Q3 | $921K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $13.1M | Buy |
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