Sovereign Investment 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 | $6.85M | Buy |
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|
2025
Q2 | $6.71M | Buy |
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|
2025
Q1 | $6.32M | Sell |
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|
2024
Q4 | $6.45M | Buy |
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|
2024
Q3 | $6.65M | Buy |
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|
2024
Q2 | $6.37M | Sell |
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|
2024
Q1 | $6.32M | Buy |
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|
2023
Q4 | $6.37M | Buy |
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|
2023
Q3 | $5.96M | Buy |
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|
2023
Q2 | $6.16M | Buy |
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|
2023
Q1 | $6.22M | Buy |
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|
2022
Q4 | $6.03M | Buy |
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|
2022
Q3 | $5.93M | Buy |
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|
2022
Q2 | $6.23M | Buy |
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|
2022
Q1 | $6.53M | Buy |
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|
2021
Q4 | $6.93M | Buy |
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|
2021
Q3 | $6.94M | Sell |
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|
2021
Q2 | $7.31M | Buy |
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|
2021
Q1 | $7.19M | Buy |
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|
2020
Q4 | $7.44M | Buy |
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|
2020
Q3 | $7.39M | Buy |
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|
2020
Q2 | $7.36M | Buy |
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|
2020
Q1 | $7.17M | Hold |
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|
2019
Q4 | $6.99M | Buy |
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