Kestra Private Wealth Services’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 | $60.8M | Sell |
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|
2025
Q1 | $63.1M | Buy |
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|
2024
Q4 | $61.6M | Buy |
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|
2024
Q3 | $60.3M | Buy |
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|
2024
Q2 | $47.5M | Buy |
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|
2024
Q1 | $47.8M | Buy |
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|
2023
Q4 | $46M | Buy |
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|
2023
Q3 | $25.8M | Buy |
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|
2023
Q2 | $23.5M | Buy |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $9.31M | Buy |
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|
2022
Q3 | $8.04M | Buy |
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|
2022
Q2 | $7.51M | Buy |
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|
2022
Q1 | $6.3M | Sell |
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|
2021
Q4 | $8.05M | Buy |
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|
2021
Q3 | $2.92M | Buy |
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|
2021
Q2 | $2.44M | Sell |
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|
2021
Q1 | $9.04M | Sell |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $5.7M | Buy |
|