Sharkey, Howes & Javer’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 | $1.03M | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $303K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $635K | Sell |
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|
2022
Q1 | $931K | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $6.65M | Sell |
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|
2021
Q2 | $6.83M | Sell |
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|
2021
Q1 | $8.61M | Sell |
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|
2020
Q4 | $9.58M | Buy |
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|
2020
Q3 | $9.49M | Buy |
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|
2020
Q2 | $9.08M | Buy |
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|
2020
Q1 | $8.16M | Buy |
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|
2019
Q4 | $7.66M | Sell |
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|
2019
Q3 | $8.06M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $16K | Buy |
|