Rice Partnership’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
$177K Buy
2021
Q3
Sell
2021
Q2
$577K Buy
2021
Q1
$21K Sell
2020
Q4
$70K Buy