Pointe Capital Management’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 | $975K | Buy |
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|
2025
Q1 | $927K | Buy |
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|
2024
Q4 | $800K | Buy |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $884K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $521K | Sell |
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|
2017
Q3 | $592K | Hold |
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|
2017
Q2 | $592K | Hold |
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|
2017
Q1 | $586K | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $953K | Sell |
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|
2016
Q2 | $965K | Buy |
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|
2016
Q1 | $915K | Sell |
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|
2015
Q4 | $924K | Sell |
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|
2015
Q3 | $2.14M | Hold |
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|
2015
Q2 | $2.13M | Buy |
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|
2015
Q1 | $2.16M | Buy |
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