Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $5.97M | Sell |
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|
2024
Q2 | $6.11M | Buy |
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|
2024
Q1 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $246K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7.25M | Buy |
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|
2020
Q2 | $7.24M | Buy |
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|
2020
Q1 | $6.96M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $497K | Sell |
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|
2018
Q3 | $630K | Buy |
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|
2018
Q2 | $573K | Buy |
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|
2018
Q1 | $577K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9.22M | Buy |
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|
2016
Q2 | $1.37M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $9M | Buy |
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