NorthRock Partners’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 | $122K | Sell |
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|
2025
Q1 | $138K | Sell |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $679K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $347K | Buy |
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