Linscomb Wealth’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 | $6.48M | Buy |
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|
2025
Q2 | $6.36M | Buy |
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|
2025
Q1 | $6.33M | Buy |
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|
2024
Q4 | $6.18M | Sell |
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|
2024
Q3 | $6.49M | Buy |
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|
2024
Q2 | $5.67M | Sell |
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|
2024
Q1 | $5.93M | Buy |
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|
2023
Q4 | $5.83M | Sell |
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|
2023
Q3 | $5.55M | Buy |
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|
2023
Q2 | $5.64M | Sell |
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|
2023
Q1 | $5.75M | Buy |
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|
2022
Q4 | $5.46M | Sell |
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|
2022
Q3 | $5.46M | Sell |
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|
2022
Q2 | $5.76M | Buy |
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|
2022
Q1 | $6.03M | Sell |
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|
2021
Q4 | $6.78M | Sell |
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|
2021
Q3 | $7.18M | Buy |
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|
2021
Q2 | $7.21M | Buy |
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|
2021
Q1 | $6.58M | Buy |
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|
2020
Q4 | $6.72M | Sell |
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|
2020
Q3 | $6.77M | Buy |
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|
2020
Q2 | $6.78M | Sell |
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|
2020
Q1 | $6.88M | Buy |
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|
2019
Q4 | $5.99M | Buy |
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|
2019
Q3 | $5.08M | Sell |
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|
2019
Q2 | $5.01M | Buy |
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|
2019
Q1 | $4.84M | Buy |
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|
2018
Q4 | $4.61M | Buy |
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|
2018
Q3 | $4.53M | Buy |
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|
2018
Q2 | $4.52M | Buy |
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|
2018
Q1 | $4.56M | Buy |
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|
2017
Q4 | $4.58M | Buy |
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|
2017
Q3 | $4.58M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5.49M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $298K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $215K | Sell |
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|
2014
Q4 | $423K | Sell |
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|
2014
Q3 | $514K | Sell |
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|
2014
Q2 | $656K | Sell |
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|
2014
Q1 | $840K | Sell |
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|
2013
Q4 | $855K | Buy |
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|
2013
Q3 | $840K | Sell |
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|
2013
Q2 | $975K | Buy |
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