TruWealth 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 | $12.1M | Buy |
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|
2025
Q2 | $11.4M | Buy |
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|
2025
Q1 | $9.87M | Buy |
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|
2024
Q4 | $8.26M | Buy |
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|
2024
Q3 | $7.82M | Buy |
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|
2024
Q2 | $6.66M | Sell |
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|
2024
Q1 | $50M | Buy |
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|
2023
Q4 | $48.2M | Sell |
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|
2023
Q3 | $54.1M | Sell |
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|
2023
Q2 | $60.3M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $38.9M | Buy |
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