J.W. Coons 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
Q2 | $486K | Hold |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $481K | Buy |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $449K | Hold |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $471K | Hold |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $598K | Hold |
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|
2021
Q4 | $639K | Hold |
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|
2021
Q3 | $643K | Sell |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $737K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $666K | Sell |
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|
2020
Q2 | $681K | Buy |
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|
2020
Q1 | $654K | Buy |
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