Leavell Investment 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 | $2.51M | Buy |
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|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.5M | Sell |
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|
2024
Q3 | $3.45M | Buy |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $980K | Buy |
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|
2022
Q1 | $999K | Buy |
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|
2021
Q4 | $622K | Sell |
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|
2021
Q3 | $637K | Sell |
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|
2021
Q2 | $731K | Hold |
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|
2021
Q1 | $731K | Hold |
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|
2020
Q4 | $759K | Buy |
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|
2020
Q3 | $635K | Buy |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $499K | Buy |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $461K | Buy |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $340K | Hold |
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|
2018
Q2 | $343K | Buy |
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|
2018
Q1 | $328K | Sell |
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|
2017
Q4 | $335K | Buy |
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|
2017
Q3 | $281K | Hold |
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|
2017
Q2 | $281K | Sell |
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|
2017
Q1 | $279K | Buy |
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|
2016
Q4 | $242K | Hold |
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|
2016
Q3 | $252K | Hold |
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|
2016
Q2 | $253K | Sell |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $289K | Hold |
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|
2015
Q3 | $294K | Hold |
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|
2015
Q2 | $291K | Sell |
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|
2015
Q1 | $470K | Hold |
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|
2014
Q4 | $465K | Buy |
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|
2014
Q3 | $333K | Sell |
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|
2014
Q2 | $344K | Sell |
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|
2014
Q1 | $345K | Sell |
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|
2013
Q4 | $351K | Sell |
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|
2013
Q3 | $437K | Sell |
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|
2013
Q2 | $1.03M | Buy |
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