Waters Parkerson & Co’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 | $363K | Buy |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $292K | Buy |
|
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $302K | Hold |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $313K | Sell |
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|
2019
Q2 | $326K | Hold |
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|
2019
Q1 | $319K | Hold |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $327K | Sell |
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|
2018
Q1 | $380K | Sell |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $235K | Sell |
|
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $214K | Sell |
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|
2016
Q3 | $236K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $204K | Sell |
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|
2015
Q1 | $218K | Buy |
|