Sheets Smith 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 | $1.12M | Buy |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $1.83M | Sell |
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|
2019
Q4 | $4.29M | Buy |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.4M | Buy |
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|
2017
Q4 | $310K | Buy |
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|
2017
Q3 | $310K | Buy |
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|
2017
Q2 | $309K | Sell |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $823K | Buy |
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|
2016
Q3 | $844K | Buy |
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|
2016
Q2 | $623K | Buy |
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|
2016
Q1 | $565K | Sell |
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|
2015
Q4 | $564K | Buy |
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|
2015
Q3 | $525K | Sell |
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|
2015
Q2 | $959K | Buy |
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|
2015
Q1 | $883K | Buy |
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|
2014
Q4 | $681K | Buy |
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|
2014
Q3 | $564K | Buy |
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|
2014
Q2 | $529K | Buy |
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|
2014
Q1 | $442K | Sell |
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|
2013
Q4 | $690K | Buy |
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|
2013
Q3 | $648K | Buy |
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|
2013
Q2 | $561K | Buy |
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