Loring Wolcott & Coolidge Fiduciary 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
Q4 | $27.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $116K | Hold |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $75.2K | Sell |
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2023
Q1 | $150K | Sell |
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|
2022
Q4 | $738K | Hold |
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|
2022
Q3 | $733K | Hold |
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|
2022
Q2 | $774K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $84K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $29K | Buy |
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