Van Hulzen Asset Management’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
Q2 | $11.3M | Buy |
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|
2025
Q1 | $11.1M | Sell |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $11.4M | Sell |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $11.4M | Sell |
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|
2022
Q4 | $11.5M | Sell |
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|
2022
Q3 | $21.7M | Buy |
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|
2022
Q2 | $22.9M | Sell |
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|
2022
Q1 | $30.3M | Buy |
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|
2021
Q4 | $24.5M | Sell |
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|
2021
Q3 | $25.9M | Sell |
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|
2021
Q2 | $26.1M | Buy |
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|
2021
Q1 | $25.6M | Buy |
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|
2020
Q4 | $22.4M | Sell |
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|
2020
Q3 | $26.7M | Buy |
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|
2020
Q2 | $24.1M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $215K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $160K | Hold |
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|
2016
Q2 | $160K | Hold |
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|
2016
Q1 | $158K | Hold |
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|
2015
Q4 | $154K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $309K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $364K | Hold |
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|
2013
Q4 | $359K | Buy |
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