Naviter Wealth’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 | $850K | Sell |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $932K | Buy |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $594K | Sell |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.43M | Buy |
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