Successful Portfolios’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 | $721K | Sell |
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|
2025
Q2 | $738K | Sell |
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2025
Q1 | $745K | Sell |
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|
2024
Q4 | $746K | Buy |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $744K | Sell |
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|
2021
Q3 | $763K | Sell |
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|
2021
Q2 | $770K | Sell |
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|
2021
Q1 | $774K | Sell |
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|
2020
Q4 | $803K | Buy |
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|
2020
Q3 | $793K | Buy |
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|
2020
Q2 | $769K | Sell |
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|
2020
Q1 | $776K | Buy |
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|
2019
Q4 | $671K | Buy |
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|
2019
Q3 | $657K | Buy |
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|
2019
Q2 | $583K | Sell |
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|
2019
Q1 | $641K | Sell |
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|
2018
Q4 | $667K | Sell |
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|
2018
Q3 | $811K | Sell |
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|
2018
Q2 | $819K | Sell |
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|
2018
Q1 | $855K | Buy |
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|
2017
Q4 | $867K | Buy |
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