Pathway Financial 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
$1.43M Buy
2025
Q2
$1.4M Sell
2025
Q1
$1.52M Buy
2024
Q4
$1.32M Buy
2024
Q3
$866K Buy
2024
Q2
$825K Buy
2024
Q1
$803K Buy
2023
Q4
$789K Buy
2023
Q3
$435K Hold
2023
Q2
$454K Buy
2023
Q1
$406K Sell
2022
Q4
$17.7M Buy
2022
Q3
$369K Buy
2018
Q3
Sell
2018
Q2
$1K Hold
2018
Q1
$2K Hold
2017
Q4
$2K Buy