Stockman 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
Q3 | $2.66M | Buy |
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2025
Q2 | $2.08M | Sell |
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2025
Q1 | $2.19M | Buy |
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2024
Q4 | $2.05M | Buy |
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2024
Q3 | $2.08M | Buy |
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2024
Q2 | $1.99M | Buy |
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2024
Q1 | $1.88M | Buy |
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2023
Q4 | $1.81M | Buy |
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2023
Q3 | $1.65M | Buy |
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2023
Q2 | $837K | Buy |
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2023
Q1 | $795K | Buy |
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2022
Q4 | $715K | Sell |
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2022
Q3 | $737K | Buy |
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2022
Q2 | $686K | Buy |
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2022
Q1 | $712K | Sell |
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2021
Q4 | $794K | Buy |
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2021
Q3 | $757K | Sell |
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2021
Q2 | $884K | Sell |
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2021
Q1 | $1.06M | Buy |
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2020
Q4 | $1.01M | Buy |
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2020
Q3 | $916K | Buy |
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2020
Q2 | $833K | Sell |
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2020
Q1 | $903K | Buy |
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2019
Q4 | $840K | Buy |
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2019
Q3 | $836K | Buy |
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2019
Q2 | $778K | Hold |
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2019
Q1 | $762K | Buy |
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2018
Q4 | $721K | Sell |
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2018
Q3 | $720K | Buy |
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2018
Q2 | $720K | Buy |
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2018
Q1 | $705K | Buy |
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2017
Q4 | $695K | Buy |
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2017
Q3 | $676K | Buy |
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