Revolve Wealth Partners’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 | $965K | Buy |
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|
2025
Q2 | $934K | Buy |
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|
2025
Q1 | $932K | Buy |
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|
2024
Q4 | $884K | Buy |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $897K | Buy |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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