Madison Wealth Partners’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 | $988K | Buy |
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|
2025
Q2 | $860K | Sell |
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|
2025
Q1 | $870K | Sell |
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|
2024
Q4 | $860K | Sell |
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|
2024
Q3 | $994K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $11.2M | Sell |
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|
2023
Q1 | $12.8M | Buy |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $5.1M | Sell |
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|
2021
Q4 | $21.7M | Sell |
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|
2021
Q3 | $22.5M | Sell |
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|
2021
Q2 | $25.6M | Buy |
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|
2021
Q1 | $24.4M | Sell |
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|
2020
Q4 | $24.6M | Buy |
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