L.J. Altfest & Co’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 | $1.34M | Buy |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $2.1M | Buy |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $569K | Buy |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $549K | Sell |
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|
2021
Q1 | $560K | Buy |
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|
2020
Q4 | $580K | Sell |
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|
2020
Q3 | $595K | Buy |
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|
2020
Q2 | $536K | Sell |
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|
2020
Q1 | $554K | Buy |
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|
2019
Q4 | $538K | Buy |
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|
2019
Q3 | $540K | Buy |
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|
2019
Q2 | $530K | Buy |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $517K | Buy |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $543K | Buy |
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