Summit Financial Strategies’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 | $553K | Sell |
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|
2025
Q1 | $582K | Sell |
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|
2024
Q4 | $599K | Buy |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | $806K | Sell |
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|
2022
Q1 | $906K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $833K | Buy |
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|
2020
Q4 | $765K | Buy |
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|
2020
Q3 | $648K | Buy |
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|
2020
Q2 | $615K | Sell |
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|
2020
Q1 | $609K | Buy |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $576K | Buy |
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|
2019
Q1 | $546K | Buy |
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|
2018
Q4 | $480K | Buy |
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|
2018
Q3 | $439K | Sell |
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|
2018
Q2 | $467K | Sell |
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|
2018
Q1 | $477K | Buy |
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|
2017
Q4 | $418K | Buy |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $363K | Buy |
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|
2017
Q1 | $340K | Buy |
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|
2016
Q4 | $301K | Buy |
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|
2016
Q3 | $296K | Sell |
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|
2016
Q2 | $364K | Sell |
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|
2016
Q1 | $375K | Sell |
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|
2015
Q4 | $448K | Sell |
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|
2015
Q3 | $484K | Sell |
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|
2015
Q2 | $579K | Buy |
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|
2015
Q1 | $571K | Buy |
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|
2014
Q4 | $509K | Buy |
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