Wealth Architects’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 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $342K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $223K | Sell |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $373K | Sell |
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|
2016
Q4 | $423K | Sell |
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|
2016
Q3 | $539K | Hold |
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|
2016
Q2 | $540K | Sell |
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|
2016
Q1 | $581K | Sell |
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|
2015
Q4 | $615K | Sell |
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|
2015
Q3 | $668K | Sell |
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|
2015
Q2 | $710K | Sell |
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|
2015
Q1 | $774K | Sell |
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|
2014
Q4 | $812K | Buy |
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