Steward Partners Investment Advisory’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 | $123M | Buy |
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|
2025
Q1 | $113M | Buy |
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|
2024
Q4 | $104M | Buy |
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|
2024
Q3 | $101M | Buy |
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|
2024
Q2 | $87.4M | Buy |
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|
2024
Q1 | $83.8M | Buy |
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|
2023
Q4 | $48.4M | Sell |
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|
2023
Q3 | $48.9M | Buy |
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|
2023
Q2 | $47.4M | Buy |
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|
2023
Q1 | $43.6M | Buy |
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|
2022
Q4 | $38.7M | Buy |
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|
2022
Q3 | $25.9M | Buy |
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|
2022
Q2 | $21.3M | Buy |
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|
2022
Q1 | $22.1M | Sell |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $24.5M | Sell |
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|
2021
Q2 | $26.7M | Sell |
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|
2021
Q1 | $30.3M | Sell |
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|
2020
Q4 | $32.5M | Buy |
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|
2020
Q3 | $30.9M | Buy |
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|
2020
Q2 | $28M | Buy |
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|
2020
Q1 | $26.2M | Buy |
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|
2019
Q4 | $23.5M | Sell |
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|
2019
Q3 | $32.2M | Buy |
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|
2019
Q2 | $30.2M | Buy |
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|
2019
Q1 | $27.3M | Buy |
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|
2018
Q4 | $16.7M | Buy |
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|
2018
Q3 | $7.42M | Buy |
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|
2018
Q2 | $7.17M | Sell |
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|
2018
Q1 | $8.62M | Sell |
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|
2017
Q4 | $9.55M | Sell |
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|
2017
Q3 | $11.1M | Sell |
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|
2017
Q2 | $11.4M | Buy |
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|
2017
Q1 | $4.69M | Buy |
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|
2016
Q4 | $2.48M | Buy |
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