Valley Forge Investment Consultants’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 | $5.65M | Buy |
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|
2025
Q2 | $5.58M | Buy |
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2025
Q1 | $5.51M | Buy |
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|
2024
Q4 | $3.07M | Buy |
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|
2024
Q3 | $848K | Buy |
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|
2024
Q2 | $774K | Buy |
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|
2024
Q1 | $774K | Buy |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $729K | Buy |
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|
2023
Q1 | $710K | Sell |
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|
2022
Q4 | $824K | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $3.2M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $3.26M | Buy |
|