Matrix Private Capital 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 | $173K | Hold |
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|
2025
Q2 | $171K | Hold |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $169K | Hold |
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|
2024
Q3 | $176K | Hold |
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|
2024
Q2 | $169K | Hold |
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|
2024
Q1 | $171K | Hold |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $667K | Buy |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $471K | Sell |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $550K | Hold |
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|
2020
Q1 | $536K | Sell |
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|
2019
Q4 | $558K | Buy |
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