KWMG LLC’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 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $958K | Sell |
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|
2022
Q4 | $984K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.83M | Sell |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $1.88M | Hold |
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|
2018
Q2 | $1.89M | Sell |
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|
2018
Q1 | $1.94M | Buy |
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|
2017
Q4 | $1.96M | Buy |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $1.87M | Sell |
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|
2017
Q1 | $1.91M | Buy |
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|
2016
Q4 | $1.85M | Buy |
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|
2016
Q3 | $1.83M | Buy |
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|
2016
Q2 | $1.8M | Buy |
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|
2016
Q1 | $1.7M | Sell |
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|
2015
Q4 | $1.81M | Sell |
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|
2015
Q3 | $1.95M | Sell |
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|
2015
Q2 | $2.2M | Sell |
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|
2015
Q1 | $2.8M | Sell |
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|
2014
Q4 | $2.85M | Buy |
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