Lionsbridge 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
Q3 | $2.6M | Sell |
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|
2025
Q2 | $6.64M | Buy |
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|
2025
Q1 | $6.4M | Sell |
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|
2024
Q4 | $7.22M | Sell |
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|
2024
Q3 | $7.8M | Sell |
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|
2024
Q2 | $7.61M | Sell |
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|
2024
Q1 | $7.74M | Buy |
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|
2023
Q4 | $7.65M | Buy |
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|
2023
Q3 | $3.87M | Sell |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $9.8M | Buy |
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|
2022
Q4 | $3.15M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $830K | Buy |
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|
2020
Q1 | $801K | Sell |
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|
2019
Q4 | $807K | Buy |
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