TCI Wealth Advisors’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 | $21.7M | Sell |
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|
2025
Q2 | $21.7M | Sell |
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|
2025
Q1 | $22.2M | Sell |
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|
2024
Q4 | $21.8M | Buy |
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|
2024
Q3 | $22M | Sell |
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|
2024
Q2 | $21.1M | Sell |
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|
2024
Q1 | $23.4M | Sell |
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|
2023
Q4 | $24.2M | Buy |
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|
2023
Q3 | $5.74M | Buy |
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|
2023
Q2 | $5.94M | Buy |
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|
2023
Q1 | $5.18M | Sell |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $11.2M | Buy |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $122K | Buy |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $56K | Buy |
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|
2021
Q1 | $17K | Sell |
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|
2020
Q4 | $29K | Buy |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $13K | Hold |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $49K | Sell |
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|
2016
Q2 | $72K | Buy |
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|
2016
Q1 | $70K | Buy |
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|
2015
Q4 | $68K | Buy |
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|
2015
Q3 | $69K | Hold |
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|
2015
Q2 | $69K | Buy |
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|
2015
Q1 | $70K | Buy |
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|
2014
Q4 | $69K | Buy |
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|
2014
Q3 | $69K | Hold |
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|
2014
Q2 | $69K | Sell |
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|
2014
Q1 | $74K | Sell |
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|
2013
Q4 | $84K | Buy |
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|
2013
Q3 | $73K | Hold |
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|
2013
Q2 | $73K | Buy |
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