SageView Advisory Group’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
$326M Sell
2025
Q1
$335M Buy
2024
Q4
$305M Buy
2024
Q3
$281M Buy
2024
Q2
Sell
2024
Q1
$501K Buy
2023
Q4
Sell
2023
Q3
$220M Buy
2023
Q2
$209M Buy
2023
Q1
$180M Buy
2022
Q4
$129M Buy