McElhenny Sheffield Capital Management’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 | $850K | Sell |
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|
2025
Q2 | $859K | Sell |
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|
2025
Q1 | $929K | Buy |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $300K | Buy |
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