J.W. Cole Advisors’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 | $13.2M | Buy |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $7.47M | Buy |
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|
2024
Q4 | $6.42M | Buy |
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|
2024
Q3 | $6.58M | Buy |
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|
2024
Q2 | $3.9M | Sell |
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|
2024
Q1 | $6.6M | Buy |
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|
2023
Q4 | $5.68M | Sell |
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|
2023
Q3 | $6.16M | Buy |
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|
2023
Q2 | $5.19M | Sell |
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|
2023
Q1 | $6.95M | Sell |
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|
2022
Q4 | $7.73M | Sell |
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|
2022
Q3 | $8.2M | Buy |
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|
2022
Q2 | $8.26M | Sell |
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|
2022
Q1 | $9.58M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $14.4M | Buy |
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|
2020
Q2 | $10.6M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9.17M | Buy |
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