Live Oak Private 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 | – | Sell |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $4.58M | Sell |
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|
2021
Q3 | $4.72M | Sell |
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|
2021
Q2 | $4.78M | Sell |
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|
2021
Q1 | $4.78M | Sell |
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|
2020
Q4 | $5.61M | Buy |
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|
2020
Q3 | $4.92M | Buy |
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|
2020
Q2 | $2.95M | Buy |
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