Orgel Wealth Management’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 | $854K | Buy |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $590K | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $895K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $121M | Sell |
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|
2023
Q1 | $130M | Sell |
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|
2022
Q4 | $127M | Buy |
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|
2022
Q3 | $121M | Buy |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $4.42M | Sell |
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|
2021
Q4 | $8.34M | Buy |
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|
2021
Q3 | $8.27M | Buy |
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|
2021
Q2 | $5.71M | Buy |
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|
2021
Q1 | $5.52M | Buy |
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|
2020
Q4 | $5.61M | Buy |
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|
2020
Q3 | $3.91M | Sell |
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|
2020
Q2 | $4.4M | Buy |
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|
2020
Q1 | $2.95M | Sell |
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|
2019
Q4 | $3.02M | Buy |
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|
2019
Q3 | $2.52M | Buy |
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|
2019
Q2 | $2.48M | Buy |
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|
2019
Q1 | $2.06M | Buy |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $772K | Buy |
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|
2018
Q2 | $744K | Buy |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $372K | Buy |
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|
2017
Q3 | $293K | Buy |
|
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|
2017
Q2 | $234K | Buy |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $2.98M | Buy |
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