Summitry LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $47.7M | Sell |
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|
2022
Q1 | $51.2M | Buy |
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|
2021
Q4 | $54.5M | Buy |
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|
2021
Q3 | $53.7M | Buy |
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|
2021
Q2 | $52.6M | Buy |
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|
2021
Q1 | $49.8M | Buy |
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|
2020
Q4 | $47.2M | Buy |
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|
2020
Q3 | $45.1M | Buy |
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|
2020
Q2 | $43.7M | Sell |
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|
2020
Q1 | $42.9M | Sell |
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|
2019
Q4 | $42.2M | Buy |
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|
2019
Q3 | $42.1M | Buy |
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|
2019
Q2 | $41.3M | Buy |
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|
2019
Q1 | $40.4M | Sell |
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|
2018
Q4 | $39.8M | Buy |
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|
2018
Q3 | $39M | Buy |
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|
2018
Q2 | $38.4M | Sell |
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|
2018
Q1 | $39.1M | Buy |
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|
2017
Q4 | $39.1M | Buy |
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|
2017
Q3 | $38.5M | Buy |
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|
2017
Q2 | $37.9M | Buy |
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|
2017
Q1 | $36.8M | Buy |
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|
2016
Q4 | $34.8M | Buy |
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|
2016
Q3 | $35.8M | Buy |
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|
2016
Q2 | $35.2M | Buy |
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|
2016
Q1 | $34.4M | Buy |
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|
2015
Q4 | $32.7M | Buy |
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|
2015
Q3 | $32.8M | Buy |
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|
2015
Q2 | $32.3M | Buy |
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|
2015
Q1 | $32.8M | Buy |
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|
2014
Q4 | $30.8M | Buy |
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|
2014
Q3 | $29.9M | Buy |
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|
2014
Q2 | $28.9M | Buy |
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|
2014
Q1 | $27.3M | Buy |
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|
2013
Q4 | $24.9M | Buy |
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|
2013
Q3 | $23.2M | Buy |
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|
2013
Q2 | $20.7M | Buy |
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