Spire 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
Q2 | $29.1M | Sell |
|
|||||
2025
Q1 | $33.2M | Buy |
|
|||||
2024
Q4 | $32.3M | Sell |
|
|||||
2024
Q3 | $34.4M | Sell |
|
|||||
2024
Q2 | $33.4M | Sell |
|
|||||
2024
Q1 | $152M | Buy |
|
|||||
2023
Q4 | $34.2M | Sell |
|
|||||
2023
Q3 | $34.5M | Sell |
|
|||||
2023
Q2 | $36.7M | Buy |
|
|||||
2023
Q1 | $35.9M | Buy |
|
|||||
2022
Q4 | $29.1M | Sell |
|
|||||
2022
Q3 | $29.1M | Sell |
|
|||||
2022
Q2 | $35.7M | Sell |
|
|||||
2022
Q1 | $44.5M | Buy |
|
|||||
2021
Q4 | $46.7M | Buy |
|
|||||
2021
Q3 | $46.7M | Buy |
|
|||||
2021
Q2 | $43.9M | Buy |
|
|||||
2021
Q1 | $41.9M | Buy |
|