Ullmann Wealth Partners Group’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 | $4.62M | Sell |
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|
2025
Q2 | $4.96M | Buy |
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|
2025
Q1 | $4.32M | Buy |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $4.22M | Sell |
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|
2024
Q2 | $4.13M | Buy |
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|
2024
Q1 | $3.37M | Sell |
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|
2023
Q4 | $3.48M | Buy |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $4.2M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $2.11M | Buy |
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|
2020
Q3 | $2.07M | Buy |
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|
2020
Q2 | $2.08M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $2.1M | Buy |
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|
2019
Q3 | $2.11M | Buy |
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|
2019
Q2 | $2.08M | Buy |
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|
2019
Q1 | $2.03M | Sell |
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|
2018
Q4 | $2.18M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $19K | Buy |
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