Sunbelt Securities’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 | $705K | Buy |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $151K | Sell |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $199K | Sell |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $1.08M | Hold |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $1.9M | Sell |
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|
2020
Q3 | $2.45M | Buy |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $8.07M | Buy |
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|
2019
Q4 | $6.37M | Buy |
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|
2019
Q3 | $5.25M | Buy |
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|
2019
Q2 | $3.29M | Sell |
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|
2019
Q1 | $3.33M | Buy |
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|
2018
Q4 | $2.89M | Buy |
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|
2018
Q3 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $301K | Buy |
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|
2017
Q4 | $240K | Buy |
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