Joseph Group Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152K | Sell |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $192K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $187K | Sell |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $78K | Buy |
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|
2022
Q2 | $79K | Buy |
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|
2022
Q1 | $67K | Sell |
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|
2021
Q4 | $86K | Buy |
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