Richard Bernstein 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 | $928K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $26.8M | Buy |
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|
2024
Q3 | $808K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.87M | Sell |
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|
2023
Q3 | $7.83M | Buy |
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|
2023
Q2 | $877K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $37.6M | Buy |
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|
2022
Q3 | $5.15M | Buy |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $730K | Sell |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $612K | Sell |
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|
2020
Q4 | $22.8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $36.6M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $27.5M | Buy |
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