Stamos Capital Partners’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 | $48.1M | Sell |
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|
2025
Q1 | $65.1M | Buy |
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|
2024
Q4 | $59.6M | Sell |
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|
2024
Q3 | $69.3M | Sell |
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|
2024
Q2 | $109M | Sell |
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|
2024
Q1 | $113M | Buy |
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|
2023
Q4 | $69.8M | Sell |
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|
2023
Q3 | $82.2M | Buy |
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|
2023
Q2 | $72.5M | Sell |
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|
2023
Q1 | $73.9M | Buy |
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|
2022
Q4 | $37.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18M | Sell |
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|
2021
Q3 | $21.4M | Hold |
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|
2021
Q2 | $21.5M | Buy |
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|
2021
Q1 | $20.2M | Sell |
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|
2020
Q4 | $69M | Sell |
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|
2020
Q3 | $87.3M | Buy |
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|
2020
Q2 | $49.8M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $46.5M | Buy |
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|
2019
Q3 | $39M | Buy |
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|
2019
Q2 | $30.4M | Buy |
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