WBH Advisory’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 | $4.12M | Sell |
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|
2025
Q2 | $4.34M | Sell |
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|
2025
Q1 | $4.34M | Buy |
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|
2024
Q4 | $4.23M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.5M | Buy |
|
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $4.66M | Sell |
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|
2023
Q2 | $5.79M | Buy |
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|
2023
Q1 | $5.84M | Buy |
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|
2022
Q3 | $1.71M | Buy |
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|
2022
Q2 | $753K | Sell |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $251K | Buy |
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