Lyell 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
Q2 | $281K | Hold |
|
|||||
|
2025
Q1 | $280K | Hold |
|
|||||
|
2024
Q4 | $275K | Sell |
|
|||||
|
2024
Q3 | $305K | Sell |
|
|||||
|
2024
Q2 | $313K | Hold |
|
|||||
|
2024
Q1 | $315K | Buy |
|
|||||
|
2023
Q4 | $300K | Sell |
|
|||||
|
2023
Q3 | $303K | Hold |
|
|||||
|
2023
Q2 | $315K | Buy |
|
|||||
|
2023
Q1 | $301K | Sell |
|
|||||
|
2022
Q4 | $410K | Sell |
|
|||||
|
2022
Q3 | $853K | Sell |
|
|||||
|
2022
Q2 | $902K | Buy |
|
|||||
|
2022
Q1 | $786K | Buy |
|
|||||
|
2021
Q4 | $584K | Buy |
|
|||||
|
2021
Q3 | $523K | Hold |
|
|||||
|
2021
Q2 | $525K | Sell |
|
|||||
|
2021
Q1 | $520K | Buy |
|
|||||
|
2020
Q4 | $315K | Buy |
|
|||||
|
2020
Q3 | $231K | Buy |
|