Lifeworks 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
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $825K | Buy |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $748K | Buy |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $515K | Buy |
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