Orion Portfolio Solutions’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
Q1 | $72.7M | Buy |
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|
2024
Q4 | $68.4M | Sell |
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|
2024
Q3 | $103M | Buy |
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|
2024
Q2 | $62.8M | Sell |
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|
2024
Q1 | $66.8M | Sell |
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|
2023
Q4 | $77.3M | Buy |
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|
2023
Q3 | $65M | Buy |
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|
2023
Q2 | $61.4M | Sell |
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|
2023
Q1 | $67.9M | Buy |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $5.71M | Sell |
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|
2022
Q1 | $8.52M | Sell |
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|
2021
Q4 | $9.79M | Sell |
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|
2021
Q3 | $12.7M | Sell |
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|
2021
Q2 | $13.9M | Sell |
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|
2021
Q1 | $16.2M | Sell |
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|
2020
Q4 | $20.5M | Buy |
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|
2020
Q3 | $20.2M | Sell |
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|
2020
Q2 | $20.4M | Buy |
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|
2020
Q1 | $2.5M | Sell |
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|
2019
Q4 | $27.3M | Buy |
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