UBV
United Bank (Virginia)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Buy |
313,812
+889
| +0.3% | +$88.2K | 3.73% | 5 |
|
|
2025
Q1 | $31M | Buy |
312,923
+9,203
| +3% | +$910K | 3.94% | 5 |
|
|
2024
Q4 | $29.4M | Buy |
303,720
+36,896
| +14% | +$3.58M | 3.51% | 6 |
|
|
2024
Q3 | $27M | Buy |
+266,824
| New | +$27M | 3.14% | 7 |
|
|
2022
Q3 | – | Sell |
-2,502
| Closed | -$254K | – | 161 |
|
|
2022
Q2 | $254K | Buy |
+2,502
| New | +$254K | 0.04% | 133 |
|
|
2019
Q1 | – | Sell |
-4,550
| Closed | -$485K | – | 137 |
|
|
2018
Q4 | $485K | Buy |
+4,550
| New | +$485K | 0.1% | 94 |
|
|
2017
Q4 | – | Sell |
-3,673
| Closed | -$403K | – | 141 |
|
|
2017
Q3 | $403K | Buy |
+3,673
| New | +$403K | 0.39% | 37 |
|