Kovitz Investment Group Partners’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 | $41.4M | Buy |
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|
2025
Q1 | $11.1M | Buy |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $5.73M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.41M | Buy |
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