Trek Financial’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 | $589K | Buy |
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|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $871K | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $273K | Buy |
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