Liberty 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
Q1 | – | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $151K | Buy |
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|
2021
Q1 | $144K | Hold |
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|
2020
Q4 | $144K | Sell |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $145K | Buy |
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|
2020
Q1 | $141K | Buy |
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|
2019
Q4 | $55K | Buy |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $18K | Buy |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $12K | Buy |
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