Valley Wealth Managers’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 | $128K | Sell |
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|
2025
Q2 | $155K | Buy |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $172K | Sell |
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|
2024
Q2 | $185K | Sell |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $4.01M | Sell |
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|
2023
Q3 | $6.28M | Buy |
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|
2023
Q2 | $34.5K | Sell |
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|
2023
Q1 | $70.7K | Buy |
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|
2022
Q4 | $29.1K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $31K | Buy |
|