Intergy Private Wealth’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 | $3.76M | Buy |
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|
2025
Q2 | $3.56M | Buy |
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|
2025
Q1 | $3.48M | Buy |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $985K | Buy |
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|
2022
Q4 | $909K | Buy |
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|
2022
Q3 | $870K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $628K | Buy |
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|
2021
Q4 | $333K | Buy |
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