Integrated Wealth Concepts’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 | $20.3M | Sell |
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|
2025
Q1 | $20.6M | Buy |
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|
2024
Q4 | $15.6M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $7.98M | Buy |
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|
2024
Q1 | $7.4M | Sell |
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|
2023
Q4 | $8.78M | Buy |
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|
2023
Q3 | $7.59M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $10.4M | Buy |
|
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|
2022
Q4 | $6.94M | Buy |
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|
2022
Q3 | $6.83M | Buy |
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|
2022
Q2 | $6.34M | Sell |
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|
2022
Q1 | $13.1M | Sell |
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|
2021
Q4 | $15.5M | Sell |
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|
2021
Q3 | $17.7M | Sell |
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|
2021
Q2 | $24.9M | Buy |
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|
2021
Q1 | $23.8M | Sell |
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|
2020
Q4 | $26.2M | Buy |
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|
2020
Q3 | $24.1M | Buy |
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|
2020
Q2 | $16.5M | Sell |
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|
2020
Q1 | $24.3M | Buy |
|
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|
2019
Q4 | $18.1M | Buy |
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|
2019
Q3 | $5.44M | Buy |
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|
2019
Q2 | $4.53M | Buy |
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|
2019
Q1 | $2.75M | Buy |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.03M | Buy |
|