Naples Global Advisors’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 | $6.64M | Buy |
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|
2025
Q2 | $6.22M | Buy |
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|
2025
Q1 | $6.03M | Buy |
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|
2024
Q4 | $4.03M | Buy |
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|
2024
Q3 | $3.79M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $919K | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $483K | Sell |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $375K | Hold |
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|
2017
Q4 | $382K | Hold |
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|
2017
Q3 | $383K | Hold |
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|
2017
Q2 | $383K | Hold |
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|
2017
Q1 | $379K | Buy |
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|
2016
Q4 | $375K | Buy |
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|
2016
Q3 | $372K | Buy |
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|
2016
Q2 | $360K | Hold |
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|
2016
Q1 | $355K | Buy |
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