Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.4M | Sell |
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|
2025
Q2 | $19.4M | Sell |
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|
2025
Q1 | $20M | Sell |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $20.5M | Buy |
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|
2024
Q2 | $19.4M | Buy |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $5.13M | Sell |
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|
2022
Q1 | $6.1M | Buy |
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|
2021
Q4 | $4.32M | Buy |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $280K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $264K | Sell |
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|
2015
Q1 | $282K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $296K | Buy |
|