PAX Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $981K | Buy |
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|
2025
Q4 | $656K | Buy |
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|
2025
Q3 | $642K | Buy |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $301K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $375K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $908K | Buy |
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