Raab & Moskowitz Asset 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
2026
Q1
$242K Sell
2,437
-4
-0.2% -$400 0.05% 177
2025
Q4
$244K Hold
2,441
0.05% 178
2025
Q3
$245K Hold
2,441
0.05% 175
2025
Q2
$242K Buy
+2,441
New +$239K 0.06% 173
2025
Q1
Sell
-2,228
Closed -$216K 178
2024
Q4
$216K Buy
+2,228
New +$219K 0.05% 164
2024
Q3
Sell
-2,228
Closed -$216K 170
2024
Q2
$216K Buy
+2,228
New +$215K 0.06% 161
2020
Q1
Sell
-130
Closed -$14K 141
2019
Q4
$14K Buy
+130
New +$14.6K 0.01% 366
2018
Q4
Sell
-162
Closed -$17K 166
2018
Q3
$17K Buy
+162
New +$17.2K 0.01% 365
2015
Q1
Sell
-774
Closed -$85K 122
2014
Q4
$85K Buy
+774
New +$85.2K 0.05% 152

Other funds holding AGG