Stonebridge Capital Advisors’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 | $278K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $519K | Buy |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $646K | Sell |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $152K | Buy |
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|
2022
Q4 | $58.9K | Buy |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $72K | Buy |
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|
2022
Q1 | $68K | Sell |
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|
2021
Q4 | $135K | Hold |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $166K | Buy |
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|
2021
Q1 | $94K | Buy |
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