OneDigital Investment 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
Q2 | $8.52M | Buy |
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|
2025
Q1 | $6.73M | Sell |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $9.71M | Buy |
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|
2024
Q2 | $7.87M | Sell |
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|
2024
Q1 | $29.9M | Buy |
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|
2023
Q4 | $18.4M | Buy |
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|
2023
Q3 | $5M | Sell |
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|
2023
Q2 | $5.76M | Sell |
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|
2023
Q1 | $6.04M | Sell |
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|
2022
Q4 | $6.17M | Sell |
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|
2022
Q3 | $7.31M | Buy |
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|
2022
Q2 | $6.55M | Buy |
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|
2022
Q1 | $6.72M | Sell |
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|
2021
Q4 | $8.28M | Buy |
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|
2021
Q3 | $7.58M | Buy |
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|
2021
Q2 | $7.11M | Buy |
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|
2021
Q1 | $6.27M | Buy |
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|
2020
Q4 | $4.03M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $63K | Buy |
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|
2019
Q1 | $41K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $81K | Hold |
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|
2018
Q2 | $82K | Sell |
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|
2018
Q1 | $129K | Sell |
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|
2017
Q4 | $257K | Sell |
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|
2017
Q3 | $275K | Buy |
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|
2017
Q2 | $23K | Buy |
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