Segment Wealth 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
Q3 | $350K | Buy |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $210K | Buy |
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