Karpus Investment 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
$277K Buy
2023
Q2
Sell
2023
Q1
$537K Sell
2022
Q4
$874K Sell
2022
Q3
$2.5M Sell
2022
Q2
$3.65M Sell
2022
Q1
$4.1M Buy
2021
Q4
$3.57M Sell
2021
Q3
$5.32M Buy
2021
Q2
$2.42M Buy
2021
Q1
$390K Hold
2020
Q4
$405K Hold
2020
Q3
$404K Hold
2020
Q2
$405K Buy