Patron Partners’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 | $847K | Hold |
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|
2025
Q2 | $838K | Buy |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $769K | Buy |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q4 | $786K | Sell |
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|
2022
Q3 | $826K | Buy |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $850K | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $940K | Buy |
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|
2021
Q1 | $387K | Buy |
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