Synergy Asset Management’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 | $5.11M | Buy |
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|
2025
Q1 | $4.1M | Sell |
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|
2024
Q4 | $7.28M | Buy |
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|
2024
Q3 | $3.52M | Sell |
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|
2024
Q2 | $8.61M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $232K | Buy |
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