Krilogy Financial’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 | $325K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.73M | Sell |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.95M | Buy |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $744K | Buy |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $411K | Sell |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | $490K | Sell |
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|
2018
Q4 | $586K | Buy |
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|
2018
Q3 | $479K | Sell |
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|
2018
Q2 | $618K | Sell |
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|
2018
Q1 | $641K | Sell |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $328K | Buy |
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|
2017
Q2 | $181K | Sell |
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|
2017
Q1 | $191K | Hold |
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|
2016
Q4 | $191K | Sell |
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|
2016
Q3 | $201K | Buy |
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|
2016
Q2 | $187K | Sell |
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|
2016
Q1 | $207K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $219K | Buy |
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