United Bank (Georgia)’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 | $575K | Hold |
5,793
| – | – | 0.19% | 95 |
|
|
2025
Q4 | $579K | Buy |
5,793
+2,992
| +107% | +$300K | 0.2% | 94 |
|
|
2025
Q3 | $281K | Buy |
2,801
+12
| +0.4% | +$1.19K | 0.1% | 103 |
|
|
2025
Q2 | $277K | Hold |
2,789
| – | – | 0.11% | 101 |
|
|
2025
Q1 | $276K | Sell |
2,789
-479
| -15% | -$46.8K | 0.11% | 98 |
|
|
2024
Q4 | $317K | Hold |
3,268
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $331K | Hold |
3,268
| – | – | 0.15% | 89 |
|
|
2024
Q2 | $317K | Sell |
3,268
-107
| -3% | -$10.3K | 0.16% | 87 |
|
|
2024
Q1 | $331K | Buy |
3,375
+157
| +5% | +$15.4K | 0.17% | 87 |
|
|
2023
Q4 | $319K | Sell |
3,218
-13
| -0.4% | -$1.24K | 0.18% | 82 |
|
|
2023
Q3 | $304K | Hold |
3,231
| – | – | 0.18% | 81 |
|
|
2023
Q2 | $316K | Hold |
3,231
| – | – | 0.18% | 82 |
|
|
2023
Q1 | $322K | Buy |
3,231
+479
| +17% | +$47.3K | 0.19% | 80 |
|
|
2022
Q4 | $267K | Sell |
2,752
-41
| -1% | -$3.96K | 0.16% | 81 |
|
|
2022
Q3 | $269K | Hold |
2,793
| – | – | 0.18% | 81 |
|
|
2022
Q2 | $284K | Hold |
2,793
| – | – | 0.18% | 81 |
|
|
2022
Q1 | $299K | Sell |
2,793
-14
| -0.5% | -$1.54K | 0.16% | 85 |
|
|
2021
Q4 | $320K | Sell |
2,807
-69
| -2% | -$7.89K | 0.17% | 85 |
|
|
2021
Q3 | $330K | Buy |
2,876
+137
| +5% | +$15.9K | 0.21% | 79 |
|
|
2021
Q2 | $316K | Hold |
2,739
| – | – | 0.21% | 79 |
|
|
2021
Q1 | $312K | Sell |
2,739
-90
| -3% | -$10.4K | 0.22% | 77 |
|
|
2020
Q4 | $334K | Hold |
2,829
| – | – | 0.24% | 74 |
|
|
2020
Q3 | $334K | Hold |
2,829
| – | – | 0.28% | 67 |
|
|
2020
Q2 | $334K | Sell |
2,829
-76
| -3% | -$8.9K | 0.31% | 66 |
|
|
2020
Q1 | $335K | Buy |
2,905
+76
| +3% | +$8.66K | 0.35% | 65 |
|
|
2019
Q4 | $318K | Hold |
2,829
| – | – | 0.22% | 68 |
|
|
2019
Q3 | $320K | Hold |
2,829
| – | – | 0.24% | 71 |
|
|
2019
Q2 | $315K | Sell |
2,829
-201
| -7% | -$22K | 0.25% | 69 |
|
|
2019
Q1 | $330K | Buy |
3,030
+158
| +6% | +$16.9K | 0.26% | 68 |
|
|
2018
Q4 | $306K | Sell |
2,872
-105
| -4% | -$11K | 0.28% | 64 |
|
|
2018
Q3 | $314K | Hold |
2,977
| – | – | 0.25% | 67 |
|
|
2018
Q2 | $317K | Hold |
2,977
| – | – | 0.27% | 63 |
|
|
2018
Q1 | $319K | Hold |
2,977
| – | – | 0.29% | 63 |
|
|
2017
Q4 | $325K | Buy |
2,977
+918
| +45% | +$100K | 0.28% | 64 |
|
|
2017
Q3 | $226K | Buy |
+2,059
| New | +$226K | 0.21% | 70 |
|
Other funds holding AGG
