Laird Norton Wetherby Wealth Management’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 | $1.05M | Buy |
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|
2025
Q2 | $804K | Buy |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | $819K | Sell |
|
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|
2024
Q2 | $851K | Sell |
|
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|
2024
Q1 | $885K | Buy |
|
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|
2023
Q4 | $854K | Buy |
|
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|
2023
Q3 | $551K | Buy |
|
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $486K | Buy |
|
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $531K | Buy |
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|
2021
Q2 | $533K | Buy |
|
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $546K | Buy |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $424K | Buy |
|
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|
2020
Q1 | $404K | Hold |
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|
2019
Q4 | $393K | Sell |
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|
2019
Q3 | $404K | Hold |
|
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|
2019
Q2 | $398K | Hold |
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|
2019
Q1 | $390K | Buy |
|
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|
2018
Q4 | $373K | Hold |
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|
2018
Q3 | $369K | Hold |
|
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|
2018
Q2 | $372K | Sell |
|
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|
2018
Q1 | $383K | Hold |
|
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|
2017
Q4 | $390K | Sell |
|
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|
2017
Q3 | $580K | Hold |
|
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|
2017
Q2 | $580K | Buy |
|
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|
2017
Q1 | $574K | Buy |
|
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|
2016
Q4 | $465K | Hold |
|
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|
2016
Q3 | $484K | Hold |
|
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|
2016
Q2 | $485K | Hold |
|
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|
2016
Q1 | $477K | Sell |
|
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|
2015
Q4 | $534K | Buy |
|
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|
2015
Q3 | $441K | Hold |
|
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|
2015
Q2 | $438K | Hold |
|
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|
2015
Q1 | $448K | Buy |
|
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|
2014
Q4 | $369K | Buy |
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|
2014
Q3 | $257K | Buy |
|