The Family Firm’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 | $6.01M | Buy |
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|
2025
Q1 | $5.55M | Buy |
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|
2024
Q4 | $5.31M | Buy |
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|
2024
Q3 | $5.49M | Sell |
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|
2024
Q2 | $5.42M | Buy |
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|
2024
Q1 | $5.31M | Buy |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.75M | Sell |
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|
2023
Q2 | $5.03M | Buy |
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|
2023
Q1 | $5.11M | Buy |
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|
2022
Q4 | $4.6M | Sell |
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|
2022
Q3 | $5.93M | Buy |
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|
2022
Q2 | $6.23M | Sell |
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|
2022
Q1 | $6.57M | Buy |
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|
2021
Q4 | $6.83M | Buy |
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|
2021
Q3 | $6.44M | Buy |
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|
2021
Q2 | $6.49M | Buy |
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|
2021
Q1 | $6.25M | Buy |
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|
2020
Q4 | $6.27M | Sell |
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|
2020
Q3 | $6.48M | Buy |
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|
2020
Q2 | $6.46M | Sell |
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|
2020
Q1 | $6.61M | Sell |
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|
2019
Q4 | $6.55M | Sell |
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|
2019
Q3 | $6.7M | Sell |
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|
2019
Q2 | $6.62M | Sell |
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|
2019
Q1 | $6.69M | Sell |
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|
2018
Q4 | $7.08M | Sell |
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|
2018
Q3 | $7.29M | Buy |
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|
2018
Q2 | $7.26M | Buy |
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|
2018
Q1 | $7.25M | Buy |
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|
2017
Q4 | $7.25M | Sell |
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|
2017
Q3 | $7.41M | Sell |
|
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|
2017
Q2 | $7.5M | Sell |
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|
2017
Q1 | $7.57M | Sell |
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|
2016
Q4 | $8.15M | Sell |
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|
2016
Q3 | $8.53M | Buy |
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|
2016
Q2 | $8.52M | Sell |
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|
2016
Q1 | $8.59M | Sell |
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|
2015
Q4 | $9.02M | Sell |
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|
2015
Q3 | $9.48M | Sell |
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|
2015
Q2 | $9.71M | Sell |
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|
2015
Q1 | $10.2M | Sell |
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|
2014
Q4 | $10.3M | Buy |
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