SlateStone Wealth’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 | $1.51M | Sell |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $232K | Buy |
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