Joel Isaacson & Co’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 | $422K | Buy |
|
|||||
|
2025
Q2 | $380K | Sell |
|
|||||
|
2025
Q1 | $386K | Buy |
|
|||||
|
2024
Q4 | $302K | Buy |
|
|||||
|
2024
Q3 | $301K | Buy |
|
|||||
|
2024
Q2 | $286K | Buy |
|
|||||
|
2024
Q1 | $286K | Buy |
|
|||||
|
2023
Q4 | $288K | Buy |
|
|||||
|
2023
Q3 | $270K | Buy |
|
|||||
|
2023
Q2 | $279K | Buy |
|
|||||
|
2023
Q1 | $282K | Buy |
|
|||||
|
2022
Q4 | $273K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $130K | Hold |
|
|||||
|
2016
Q3 | $135K | Hold |
|
|||||
|
2016
Q2 | $135K | Hold |
|
|||||
|
2016
Q1 | $133K | Hold |
|
|||||
|
2015
Q4 | $130K | Hold |
|
|||||
|
2015
Q3 | $131K | Sell |
|
|||||
|
2015
Q2 | $139K | Buy |
|