Tiemann Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.9M | Buy |
210,908
+4,366
| +2% | +$437K | 8.21% | 1 |
|
|
2025
Q4 | $20.6M | Buy |
206,542
+11,534
| +6% | +$1.16M | 8.01% | 1 |
|
|
2025
Q3 | $19.5M | Buy |
195,008
+7,599
| +4% | +$754K | 7.48% | 1 |
|
|
2025
Q2 | $18.6M | Buy |
187,409
+13,882
| +8% | +$1.36M | 7.62% | 1 |
|
|
2025
Q1 | $17.2M | Buy |
173,527
+16,765
| +11% | +$1.64M | 7.79% | 1 |
|
|
2024
Q4 | $15.2M | Buy |
156,762
+3,504
| +2% | +$345K | 6.75% | 2 |
|
|
2024
Q3 | $15.5M | Buy |
153,258
+2,187
| +1% | +$218K | 6.69% | 1 |
|
|
2024
Q2 | $14.7M | Buy |
151,071
+5,388
| +4% | +$520K | 6.53% | 1 |
|
|
2024
Q1 | $14.3M | Buy |
145,683
+16,669
| +13% | +$1.63M | 6.38% | 1 |
|
|
2023
Q4 | $12.8M | Sell |
129,014
-1,457
| -1% | -$139K | 6.22% | 2 |
|
|
2023
Q3 | $12.3M | Buy |
130,471
+2,897
| +2% | +$279K | 6.56% | 1 |
|
|
2023
Q2 | $12.5M | Buy |
127,574
+1,404
| +1% | +$139K | 6.36% | 2 |
|
|
2023
Q1 | $12.6M | Buy |
126,170
+2,684
| +2% | +$265K | 6.87% | 1 |
|
|
2022
Q4 | $12M | Sell |
123,486
-47,342
| -28% | -$4.58M | 7.02% | 1 |
|
|
2022
Q3 | $16.5M | Sell |
170,828
-2,109
| -1% | -$213K | 10.67% | 1 |
|
|
2022
Q2 | $17.6M | Sell |
172,937
-552
| -0.3% | -$56.7K | 9.39% | 1 |
|
|
2022
Q1 | $18.6M | Buy |
173,489
+6,706
| +4% | +$738K | 8.59% | 1 |
|
|
2021
Q4 | $19M | Buy |
166,783
+6,467
| +4% | +$740K | 8.04% | 1 |
|
|
2021
Q3 | $18.4M | Buy |
160,316
+10,967
| +7% | +$1.27M | 8.75% | 1 |
|
|
2021
Q2 | $17.2M | Buy |
149,349
+18,090
| +14% | +$2.07M | 8.06% | 1 |
|
|
2021
Q1 | $14.9M | Buy |
131,259
+16,152
| +14% | +$1.87M | 7.45% | 1 |
|
|
2020
Q4 | $13.6M | Buy |
115,107
+20,510
| +22% | +$2.42M | 7.23% | 1 |
|
|
2020
Q3 | $11.2M | Buy |
94,597
+12,692
| +15% | +$1.51M | 6.92% | 1 |
|
|
2020
Q2 | $9.68M | Buy |
81,905
+7,919
| +11% | +$927K | 6.61% | 1 |
|
|
2020
Q1 | $8.54M | Buy |
73,986
+5,761
| +8% | +$657K | 7.41% | 1 |
|
|
2019
Q4 | $7.67M | Buy |
68,225
+5,991
| +10% | +$675K | 5.24% | 2 |
|
|
2019
Q3 | $7.04M | Buy |
62,234
+9,535
| +18% | +$1.07M | 5.12% | 1 |
|
|
2019
Q2 | $5.87M | Buy |
52,699
+3,860
| +8% | +$422K | 4.26% | 2 |
|
|
2019
Q1 | $5.33M | Buy |
48,839
+4,119
| +9% | +$442K | 4.06% | 3 |
|
|
2018
Q4 | $4.76M | Buy |
44,720
+87
| +0.2% | +$9.13K | 4.26% | 2 |
|
|
2018
Q3 | $4.71M | Sell |
44,633
-1,046
| -2% | -$111K | 3.58% | 3 |
|
|
2018
Q2 | $4.86M | Sell |
45,679
-95
| -0.2% | -$10.1K | 3.89% | 3 |
|
|
2018
Q1 | $4.91M | Buy |
45,774
+1,851
| +4% | +$199K | 3.95% | 2 |
|
|
2017
Q4 | $4.8M | Buy |
43,923
+877
| +2% | +$95.9K | 3.83% | 2 |
|
|
2017
Q3 | $4.72M | Buy |
43,046
+2,490
| +6% | +$273K | 3.99% | 1 |
|
|
2017
Q2 | $4.44M | Buy |
40,556
+2,559
| +7% | +$280K | 3.98% | 2 |
|
|
2017
Q1 | $4.12M | Buy |
37,997
+838
| +2% | +$90.7K | 3.82% | 2 |
|
|
2016
Q4 | $4.01M | Sell |
37,159
-620
| -2% | -$67.9K | 3.92% | 1 |
|
|
2016
Q3 | $4.25M | Sell |
37,779
-272
| -0.7% | -$30.6K | 3.89% | 1 |
|
|
2016
Q2 | $4.29M | Buy |
38,051
+961
| +3% | +$107K | 4.01% | 1 |
|
|
2016
Q1 | $4.11M | Buy |
37,090
+53
| +0.1% | +$5.8K | 4.06% | 1 |
|
|
2015
Q4 | $4M | Buy |
37,037
+1,881
| +5% | +$205K | 4.06% | 1 |
|
|
2015
Q3 | $3.85M | Buy |
35,156
+2,181
| +7% | +$238K | 4.21% | 2 |
|
|
2015
Q2 | $3.59M | Buy |
32,975
+2,374
| +8% | +$261K | 3.68% | 2 |
|
|
2015
Q1 | $3.41M | Buy |
30,601
+1,082
| +4% | +$120K | 3.54% | 2 |
|
|
2014
Q4 | $3.25M | Buy |
29,519
+5,340
| +22% | +$588K | 3.49% | 3 |
|
|
2014
Q3 | $2.64M | Buy |
24,179
+905
| +4% | +$98.8K | 2.94% | 4 |
|
|
2014
Q2 | $2.55M | Sell |
23,274
-732
| -3% | -$79.6K | 2.82% | 4 |
|
|
2014
Q1 | $2.59M | Buy |
24,006
+924
| +4% | +$99.4K | 2.91% | 4 |
|
|
2013
Q4 | $2.46M | Buy |
+23,082
| New | +$2.47M | 2.91% | 4 |
|
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