Sage Mountain 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
$1.33M Sell
2025
Q1
$1.45M Buy
2024
Q4
$1.29M Buy
2024
Q3
$967K Buy
2024
Q2
$635K Buy
2024
Q1
$574K Buy
2023
Q4
$119K Buy
2021
Q1
Sell
2020
Q4
$172K Buy