Peterson Wealth Services’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 | $564K | Sell |
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|
2025
Q2 | $564K | Buy |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $239K | Buy |
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