Middleton & Co’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 | $326K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $380K | Buy |
|
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|
2024
Q3 | $329K | Hold |
|
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $459K | Hold |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $1.32M | Buy |
|