One Wealth 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 | $1.41M | Buy |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $116K | Buy |
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|
2018
Q2 | $110K | Hold |
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|
2018
Q1 | $111K | Buy |
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|
2017
Q4 | $79K | Buy |
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