Marcum 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
Q1 | $23.4M | Buy |
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|
2024
Q4 | $22.2M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $15.3M | Buy |
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|
2024
Q1 | $14.1M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $9.84M | Buy |
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|
2023
Q1 | $8.49M | Sell |
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|
2022
Q4 | $9.78M | Buy |
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|
2022
Q3 | $7.43M | Buy |
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|
2022
Q2 | $6.52M | Buy |
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|
2022
Q1 | $5.91M | Buy |
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|
2021
Q4 | $5.87M | Buy |
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|
2021
Q3 | $5.63M | Buy |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.8M | Buy |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $986K | Buy |
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|
2020
Q1 | $942K | Buy |
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|
2019
Q4 | $816K | Buy |
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