McKinley Carter Wealth Services’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 | $64.9M | Buy |
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|
2025
Q2 | $63.8M | Buy |
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|
2025
Q1 | $62.1M | Sell |
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|
2024
Q4 | $61.2M | Sell |
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|
2024
Q3 | $64.8M | Sell |
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|
2024
Q2 | $89.7M | Buy |
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|
2024
Q1 | $87.3M | Buy |
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|
2023
Q4 | $83.6M | Sell |
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|
2023
Q3 | $81.1M | Sell |
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|
2023
Q2 | $84.4M | Buy |
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|
2023
Q1 | $85.2M | Buy |
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|
2022
Q4 | $80.9M | Buy |
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|
2022
Q3 | $75.5M | Buy |
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|
2022
Q2 | $66M | Sell |
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|
2022
Q1 | $76.6M | Buy |
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|
2021
Q4 | $80.8M | Buy |
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|
2021
Q3 | $80.2M | Buy |
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|
2021
Q2 | $76M | Buy |
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|
2021
Q1 | $71M | Buy |
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|
2020
Q4 | $7.67M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $217K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $294K | Buy |
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