Roger Wittlin Investment Advisory’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 | $660K | Buy |
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|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $907K | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $302K | Buy |
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