OneAscent Financial Services’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 | $932K | Sell |
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|
2025
Q2 | $946K | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $589K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $299K | Buy |
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