Steph & Co’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 | $51.7K | Hold |
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|
2025
Q2 | $51.2K | Buy |
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|
2025
Q1 | $41.8K | Hold |
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|
2024
Q4 | $41K | Hold |
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|
2024
Q3 | $42.8K | Hold |
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|
2024
Q2 | $41.1K | Hold |
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|
2024
Q1 | $41.4K | Sell |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $33.8K | Hold |
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|
2023
Q2 | $35.2K | Buy |
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|
2023
Q1 | $19.8K | Hold |
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|
2022
Q4 | $19K | Sell |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $47K | Hold |
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|
2021
Q1 | $47K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $49K | Buy |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $48K | Buy |
|