Patten Group’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 | $2.33M | Buy |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.42M | Sell |
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|
2024
Q3 | $3.32M | Sell |
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|
2024
Q2 | $3.24M | Sell |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $3.68M | Sell |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.8M | Buy |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $2.88M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.26M | Sell |
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|
2020
Q3 | $2.32M | Buy |
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|
2020
Q2 | $2.21M | Buy |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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|
2019
Q3 | $888K | Buy |
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|
2019
Q2 | $758K | Buy |
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|
2019
Q1 | $531K | Buy |
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|
2018
Q4 | $474K | Buy |
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|
2018
Q3 | $429K | Sell |
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|
2018
Q2 | $509K | Sell |
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|
2018
Q1 | $582K | Sell |
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|
2017
Q4 | $628K | Sell |
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|
2017
Q3 | $739K | Buy |
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|
2017
Q2 | $720K | Buy |
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|
2017
Q1 | $653K | Buy |
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|
2016
Q4 | $553K | Buy |
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|
2016
Q3 | $558K | Buy |
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|
2016
Q2 | $451K | Buy |
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|
2016
Q1 | $436K | Buy |
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|
2015
Q4 | $387K | Sell |
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|
2015
Q3 | $444K | Sell |
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|
2015
Q2 | $457K | Sell |
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|
2015
Q1 | $627K | Sell |
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|
2014
Q4 | $623K | Buy |
|