Sand Hill Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.6M | Sell |
660,811
-45,328
| -6% | -$4.54M | 2.21% | 14 |
|
|
2025
Q4 | $70.5M | Buy |
706,139
+39,073
| +6% | +$3.92M | 2.46% | 12 |
|
|
2025
Q3 | $66.9M | Buy |
667,066
+19,810
| +3% | +$1.97M | 2.35% | 12 |
|
|
2025
Q2 | $64.2M | Buy |
647,256
+14,986
| +2% | +$1.47M | 2.38% | 12 |
|
|
2025
Q1 | $62.5M | Sell |
632,270
-28,049
| -4% | -$2.74M | 2.58% | 12 |
|
|
2024
Q4 | $64M | Buy |
660,319
+56,233
| +9% | +$5.54M | 2.71% | 10 |
|
|
2024
Q3 | $61.2M | Buy |
604,086
+6,549
| +1% | +$653K | 2.58% | 9 |
|
|
2024
Q2 | $58M | Sell |
597,537
-32,525
| -5% | -$3.14M | 2.63% | 9 |
|
|
2024
Q1 | $61.7M | Buy |
630,062
+56,665
| +10% | +$5.55M | 2.93% | 9 |
|
|
2023
Q4 | $56.9M | Buy |
573,397
+8,021
| +1% | +$763K | 2.74% | 10 |
|
|
2023
Q3 | $53.2M | Buy |
565,376
+46,527
| +9% | +$4.48M | 2.93% | 8 |
|
|
2023
Q2 | $50.8M | Buy |
518,849
+35,775
| +7% | +$3.54M | 2.53% | 10 |
|
|
2023
Q1 | $48.1M | Buy |
483,074
+28,427
| +6% | +$2.81M | 2.58% | 11 |
|
|
2022
Q4 | $44.1M | Buy |
454,647
+115,094
| +34% | +$11.1M | 2.49% | 10 |
|
|
2022
Q3 | $32.7M | Buy |
339,553
+146,416
| +76% | +$14.8M | 2.06% | 10 |
|
|
2022
Q2 | $19.6M | Sell |
193,137
-9,042
| -4% | -$929K | 1.12% | 16 |
|
|
2022
Q1 | $21.7M | Buy |
202,179
+2,441
| +1% | +$269K | 1.2% | 12 |
|
|
2021
Q4 | $22.8M | Buy |
199,738
+17,324
| +9% | +$1.98M | 1.28% | 12 |
|
|
2021
Q3 | $20.9M | Sell |
182,414
-13,928
| -7% | -$1.61M | 1.27% | 13 |
|
|
2021
Q2 | $22.6M | Sell |
196,342
-26,060
| -12% | -$2.99M | 1.38% | 13 |
|
|
2021
Q1 | $25.3M | Sell |
222,402
-540
| -0.2% | -$62.5K | 1.65% | 12 |
|
|
2020
Q4 | $26.4M | Sell |
222,942
-8,065
| -3% | -$950K | 1.76% | 12 |
|
|
2020
Q3 | $27.3M | Buy |
231,007
+30,105
| +15% | +$3.57M | 2.07% | 11 |
|
|
2020
Q2 | $23.7M | Buy |
200,902
+112,388
| +127% | +$13.2M | 1.9% | 11 |
|
|
2020
Q1 | $10.2M | Sell |
88,514
-129,762
| -59% | -$14.8M | 0.97% | 16 |
|
|
2019
Q4 | $24.5M | Buy |
218,276
+196,379
| +897% | +$22.1M | 2.22% | 8 |
|
|
2019
Q3 | $2.48M | Buy |
21,897
+3,158
| +17% | +$355K | 0.23% | 60 |
|
|
2019
Q2 | $2.09M | Sell |
18,739
-7,224
| -28% | -$790K | 0.21% | 59 |
|
|
2019
Q1 | $2.83M | Sell |
25,963
-303,468
| -92% | -$32.5M | 0.29% | 58 |
|
|
2018
Q4 | $35.1M | Buy |
329,431
+9,292
| +3% | +$975K | 3.77% | 8 |
|
|
2018
Q3 | $33.8M | Sell |
320,139
-2,706
| -0.8% | -$287K | 3.22% | 10 |
|
|
2018
Q2 | $34.3M | Buy |
322,845
+305,655
| +1,778% | +$32.4M | 3.39% | 10 |
|
|
2018
Q1 | $1.84M | Sell |
17,190
-293,463
| -94% | -$31.5M | 1.78% | 13 |
|
|
2017
Q4 | $34M | Buy |
310,653
+21,939
| +8% | +$2.4M | 3.38% | 10 |
|
|
2017
Q3 | $31.6M | Buy |
288,714
+79,415
| +38% | +$8.72M | 3.37% | 10 |
|
|
2017
Q2 | $22.9M | Buy |
+209,299
| New | +$22.9M | 2.61% | 11 |
|
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