Montag & Associates’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
Q2 | $365K | Sell |
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|
2025
Q1 | $621K | Hold |
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|
2024
Q4 | $608K | Hold |
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|
2024
Q3 | $636K | Hold |
|
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|
2024
Q2 | $610K | Buy |
|
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|
2024
Q1 | $255K | Hold |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $4.98K | Hold |
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|
2022
Q4 | $4.85K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $207K | Buy |
|