Punch & Associates Investment 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 | $29.8K | Hold |
|
|||||
|
2025
Q1 | $29.7K | Sell |
|
|||||
|
2024
Q4 | $58.6K | Hold |
|
|||||
|
2024
Q3 | $61.3K | Hold |
|
|||||
|
2024
Q2 | $58.7K | Buy |
|
|||||
|
2024
Q1 | $29.4K | Sell |
|
|||||
|
2023
Q4 | $87.8K | Hold |
|
|||||
|
2023
Q3 | $83.2K | Sell |
|
|||||
|
2023
Q2 | $97.9K | Buy |
|
|||||
|
2023
Q1 | $88.2K | Sell |
|
|||||
|
2022
Q4 | $4.23M | Buy |
|
|||||
|
2022
Q3 | $237K | Buy |
|
|||||
|
2022
Q2 | $217K | Buy |
|
|||||
|
2022
Q1 | $74K | Hold |
|
|||||
|
2021
Q4 | $79K | Buy |
|
|||||
|
2021
Q3 | $45K | Hold |
|
|||||
|
2021
Q2 | $45K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $34K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $589K | Buy |
|
|||||
|
2018
Q3 | $437K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $323K | Buy |
|