Latitude Advisors’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 | $649K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $523K | Sell |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $638K | Sell |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $547K | Sell |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $943K | Buy |
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|
2021
Q2 | $488K | Sell |
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|
2021
Q1 | $598K | Sell |
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|
2020
Q4 | $643K | Buy |
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