Matthew Hamilton Rosenberg’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 | $381K | Sell |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $393K | Buy |
|
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|
2024
Q2 | $75.7K | Sell |
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|
2024
Q1 | $399K | Buy |
|
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $493K | Hold |
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|
2023
Q1 | $501K | Hold |
|
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $674K | Sell |
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|
2022
Q1 | $834K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.85M | Sell |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $2.59M | Sell |
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|
2020
Q1 | $3.97M | Buy |
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