Valeo Financial 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 | $6.01M | Buy |
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|
2025
Q2 | $5.42M | Buy |
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|
2025
Q1 | $5.39M | Sell |
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|
2024
Q4 | $5.83M | Buy |
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|
2024
Q3 | $5.83M | Sell |
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|
2024
Q2 | $5.67M | Buy |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $3.88M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $558K | Sell |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $653K | Sell |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $29M | Sell |
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|
2020
Q4 | $30.1M | Buy |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $819K | Sell |
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|
2020
Q1 | $823K | Sell |
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|
2019
Q4 | $878K | Buy |
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|
2019
Q3 | $740K | Buy |
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|
2019
Q2 | $644K | Buy |
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|
2019
Q1 | $430K | Sell |
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|
2018
Q4 | $458K | Buy |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $185K | Sell |
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|
2017
Q4 | $271K | Buy |
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|
2017
Q3 | $221K | Buy |
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