J. Safra Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.59M | Buy |
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|
2025
Q4 | $3.53M | Buy |
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|
2025
Q3 | $2.93M | Buy |
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|
2025
Q2 | $2.67M | Buy |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $3.66M | Buy |
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|
2024
Q2 | $3.27M | Sell |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $4.3M | Sell |
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|
2023
Q3 | $4.1M | Buy |
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|
2023
Q2 | $4.05M | Sell |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $446K | Buy |
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