Investment Advisory Group’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 | $811K | Buy |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $882K | Buy |
|
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|
2024
Q2 | $826K | Buy |
|
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|
2024
Q1 | $824K | Buy |
|
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $766K | Sell |
|
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|
2023
Q2 | $868K | Buy |
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|
2023
Q1 | $798K | Buy |
|
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|
2022
Q4 | $743K | Sell |
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|
2022
Q3 | $753K | Sell |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $870K | Hold |
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|
2021
Q4 | $886K | Buy |
|