Independent Wealth Network’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 | $735K | Buy |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $591K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $520K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $512K | Buy |
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