Tolleson Wealth 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 | $954K | Sell |
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|
2025
Q1 | $954K | Sell |
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|
2024
Q4 | $973K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $3.67M | Buy |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $936K | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.64M | Sell |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.64M | Buy |
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|
2020
Q3 | $3.1M | Buy |
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|
2020
Q2 | $2.87M | Buy |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $2.12M | Buy |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $1.72M | Sell |
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|
2019
Q1 | $2.22M | Sell |
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|
2018
Q4 | $2.22M | Buy |
|