Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $6.38M | Sell |
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|
2023
Q3 | $6.27M | Sell |
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|
2023
Q2 | $7.09M | Sell |
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|
2023
Q1 | $7.3M | Sell |
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|
2022
Q4 | $7.29M | Sell |
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|
2022
Q3 | $7.48M | Sell |
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|
2022
Q2 | $8.09M | Buy |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $27K | Sell |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $27K | Sell |
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|
2020
Q4 | $109K | Sell |
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|
2020
Q3 | $493K | Buy |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $188K | Buy |
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|
2019
Q1 | $155K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $23K | Buy |
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