Mather Group’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 | $54.2M | Buy |
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|
2025
Q2 | $45.2M | Buy |
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|
2025
Q1 | $41.1M | Buy |
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|
2024
Q4 | $35.5M | Buy |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $9.56M | Buy |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $735K | Buy |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $458K | Sell |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $2.04M | Sell |
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|
2020
Q2 | $2.38M | Buy |
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|
2020
Q1 | $1.92M | Sell |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $2.23M | Sell |
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|
2019
Q2 | $2.57M | Buy |
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|
2019
Q1 | $1.88M | Sell |
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|
2018
Q4 | $2.76M | Buy |
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|
2018
Q3 | $2.71M | Sell |
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|
2018
Q2 | $2.9M | Buy |
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|
2018
Q1 | $2.77M | Sell |
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|
2017
Q4 | $3.09M | Sell |
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|
2017
Q3 | $3.26M | Buy |
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|
2017
Q2 | $3.08M | Buy |
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|
2017
Q1 | $2.99M | Buy |
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|
2016
Q4 | $2.67M | Buy |
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|
2016
Q3 | $2.62M | Buy |
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|
2016
Q2 | $2.48M | Buy |
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|
2016
Q1 | $2.31M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.18M | Buy |
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