Prudent Man Advisors’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 | $228K | Hold |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $381K | Hold |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $438K | Hold |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $469K | Hold |
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|
2021
Q2 | $471K | Buy |
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