Peak Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Peak Asset Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,246	Closed	-$323K	–	139
2023 Q1	$323K	Buy	3,246 +52	+2%	+$5.14K	0.08%	113
2022 Q4	$310K	Sell	3,194 -1,120	-26%	-$108K	0.08%	107
2022 Q3	$416K	Sell	4,314 -2,718	-39%	-$275K	0.12%	93
2022 Q2	$715K	Sell	7,032 -1,832	-21%	-$188K	0.2%	79
2022 Q1	$949K	Buy	8,864 +353	+4%	+$38.8K	0.22%	71
2021 Q4	$971K	Sell	8,511 -2,384	-22%	-$273K	0.22%	71
2021 Q3	$1.25M	Sell	10,895 -145	-1%	-$16.8K	0.31%	58
2021 Q2	$1.27M	Sell	11,040 -634	-5%	-$72.6K	0.32%	56
2021 Q1	$1.33M	Sell	11,674 -711	-6%	-$82.3K	0.32%	58
2020 Q4	$1.46M	Buy	12,385 +414	+3%	+$48.8K	0.38%	51
2020 Q3	$1.41M	Buy	11,971 +300	+3%	+$35.6K	0.42%	49
2020 Q2	$1.38M	Sell	11,671 -100	-0.8%	-$11.7K	0.44%	45
2020 Q1	$1.36M	Sell	11,771 -4,292	-27%	-$489K	0.52%	42
2019 Q4	$1.8M	Buy	16,063 +1,137	+8%	+$128K	0.55%	39
2019 Q3	$1.69M	Sell	14,926 -49	-0.3%	-$5.51K	0.55%	39
2019 Q2	$1.67M	Sell	14,975 -1,573	-10%	-$172K	0.55%	40
2019 Q1	$1.8M	Buy	16,548 +17	+0.1%	+$1.82K	0.61%	34
2018 Q4	$1.76M	Sell	16,531 -224	-1%	-$23.5K	0.66%	34
2018 Q3	$1.77M	Buy	16,755 +2,574	+18%	+$273K	0.6%	36
2018 Q2	$1.51M	Sell	14,181 -894	-6%	-$94.8K	0.55%	40
2018 Q1	$1.62M	Buy	15,075 +527	+4%	+$56.6K	0.59%	39
2017 Q4	$1.59M	Sell	14,548 -1,067	-7%	-$117K	0.58%	40
2017 Q3	$1.71M	Buy	15,615 +86	+0.6%	+$9.44K	0.61%	37
2017 Q2	$1.7M	Sell	15,529 -707	-4%	-$77.3K	0.63%	36
2017 Q1	$1.76M	Buy	16,236 +26	+0.2%	+$2.81K	0.67%	33
2016 Q4	$1.75M	Buy	16,210 +1,295	+9%	+$142K	0.7%	33
2016 Q3	$1.68M	Buy	14,915 +530	+4%	+$59.6K	0.7%	37
2016 Q2	$1.62M	Buy	14,385 +1,026	+8%	+$114K	0.72%	36
2016 Q1	$1.48M	Buy	13,359 +1,233	+10%	+$135K	0.7%	36
2015 Q4	$1.31M	Buy	12,126 +629	+5%	+$68.5K	0.64%	35
2015 Q3	$1.26M	Sell	11,497 -48	-0.4%	-$5.24K	0.67%	36
2015 Q2	$1.26M	Buy	11,545 +5,056	+78%	+$556K	0.66%	37
2015 Q1	$723K	Buy	6,489 +2,475	+62%	+$275K	0.36%	49
2014 Q4	$442K	Buy	+4,014	New	+$442K	0.23%	74