Waverly 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
Q2 | $28.6M | Sell |
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|
2025
Q1 | $29.4M | Buy |
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|
2024
Q4 | $25.1M | Buy |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $6.43M | Sell |
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|
2023
Q4 | $7.7M | Buy |
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|
2023
Q3 | $6.73M | Sell |
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|
2023
Q2 | $7.72M | Buy |
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|
2023
Q1 | $7.08M | Sell |
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|
2022
Q4 | $8.18M | Buy |
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|
2022
Q3 | $6.53M | Sell |
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|
2022
Q2 | $9.22M | Buy |
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|
2022
Q1 | $8.16M | Buy |
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|
2021
Q4 | $8.2M | Buy |
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|
2021
Q3 | $7.31M | Buy |
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|
2021
Q2 | $7.27M | Sell |
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|
2021
Q1 | $8.22M | Sell |
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|
2020
Q4 | $9.01M | Buy |
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|
2020
Q3 | $8.96M | Buy |
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|
2020
Q2 | $8.69M | Sell |
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|
2020
Q1 | $9.38M | Sell |
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|
2019
Q4 | $10.2M | Sell |
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|
2019
Q3 | $10.7M | Buy |
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|
2019
Q2 | $9.85M | Sell |
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|
2019
Q1 | $10.1M | Sell |
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|
2018
Q4 | $10.6M | Buy |
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|
2018
Q3 | $7.1M | Buy |
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|
2018
Q2 | $7.03M | Sell |
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|
2018
Q1 | $7.58M | Sell |
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|
2017
Q4 | $16M | Sell |
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|
2017
Q3 | $25.4M | Sell |
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|
2017
Q2 | $55.7M | Buy |
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|
2017
Q1 | $54.9M | Buy |
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|
2016
Q4 | $53.6M | Buy |
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|
2016
Q3 | $54.6M | Buy |
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|
2016
Q2 | $54M | Buy |
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|
2016
Q1 | $3.1M | Sell |
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|
2015
Q4 | $19.2M | Buy |
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|
2015
Q3 | $577K | Sell |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $1.94M | Buy |
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|
2014
Q4 | $1.76M | Buy |
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|
2014
Q3 | $1.51M | Sell |
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|
2014
Q2 | $2.05M | Sell |
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|
2014
Q1 | $2.2M | Sell |
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|
2013
Q4 | $10.2M | Buy |
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|
2013
Q3 | $514K | Sell |
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|
2013
Q2 | $676K | Buy |
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