Sovereign Financial Group’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 | $887K | Sell |
|
|||||
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $201K | Sell |
|
|||||
|
2024
Q2 | $226K | Sell |
|
|||||
|
2024
Q1 | $576K | Buy |
|
|||||
|
2023
Q4 | $503K | Sell |
|
|||||
|
2023
Q3 | $1.18M | Sell |
|
|||||
|
2023
Q2 | $1.37M | Sell |
|
|||||
|
2023
Q1 | $1.7M | Sell |
|
|||||
|
2022
Q4 | $2.44M | Buy |
|
|||||
|
2022
Q3 | $1.47M | Sell |
|
|||||
|
2022
Q2 | $1.7M | Sell |
|
|||||
|
2022
Q1 | $2.08M | Sell |
|
|||||
|
2021
Q4 | $2.5M | Buy |
|