Montecito Bank & Trust’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 | $14.3M | Buy |
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|
2025
Q1 | $13.7M | Sell |
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|
2024
Q4 | $14.2M | Sell |
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|
2024
Q3 | $14.8M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $20.1M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $17M | Sell |
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|
2016
Q1 | $18.3M | Buy |
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|
2015
Q4 | $10.1M | Buy |
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|
2015
Q3 | $6.86M | Buy |
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|
2015
Q2 | $2.18M | Hold |
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|
2015
Q1 | $2.18M | Buy |
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|
2014
Q4 | $666K | Buy |
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