Patton Albertson Miller 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 | – | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $6.4M | Buy |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $8.36M | Sell |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $966K | Buy |
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|
2021
Q3 | $629K | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $2.35M | Buy |
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|
2020
Q3 | $690K | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $2.18M | Sell |
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|
2019
Q3 | $2.29M | Sell |
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|
2019
Q2 | $3.42M | Sell |
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|
2019
Q1 | $4.84M | Buy |
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|
2018
Q4 | $4.45M | Buy |
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|
2018
Q3 | $1.92M | Sell |
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|
2018
Q2 | $3.02M | Sell |
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|
2018
Q1 | $4.39M | Sell |
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|
2017
Q4 | $5.39M | Sell |
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|
2017
Q3 | $7.74M | Sell |
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|
2017
Q2 | $7.98M | Sell |
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|
2017
Q1 | $9.56M | Sell |
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|
2016
Q4 | $10.1M | Buy |
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|
2016
Q3 | $10.3M | Sell |
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|
2016
Q2 | $12.7M | Sell |
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|
2016
Q1 | $12.6M | Sell |
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|
2015
Q4 | $12.6M | Sell |
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|
2015
Q3 | $13.2M | Sell |
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|
2015
Q2 | $13.4M | Buy |
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|
2015
Q1 | $12.1M | Buy |
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|
2014
Q4 | $6.62M | Buy |
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|
2014
Q3 | $809K | Sell |
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|
2014
Q2 | $912K | Buy |
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|
2014
Q1 | $602K | Buy |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $248K | Hold |
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|
2013
Q2 | $248K | Buy |
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