Rockbridge 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 | $1.22M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.56M | Hold |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $53.5K | Sell |
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|
2022
Q1 | $167K | Buy |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $117K | Hold |
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|
2020
Q4 | $121K | Buy |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $96K | Buy |
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