Wealthspire Advisors (New York)’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 | $36.7M | Sell |
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|
2025
Q2 | $47.5M | Sell |
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|
2025
Q1 | $52.5M | Buy |
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|
2024
Q4 | $26.3M | Sell |
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|
2024
Q3 | $28.2M | Buy |
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|
2024
Q2 | $16.9M | Sell |
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|
2024
Q1 | $18.1M | Sell |
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|
2023
Q4 | $19M | Sell |
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|
2023
Q3 | $20.9M | Sell |
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|
2023
Q2 | $22.9M | Buy |
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|
2023
Q1 | $21.8M | Sell |
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|
2022
Q4 | $24.9M | Buy |
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|
2022
Q3 | $21.7M | Buy |
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|
2022
Q2 | $19.5M | Sell |
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|
2022
Q1 | $29.2M | Buy |
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|
2021
Q4 | $30M | Buy |
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|
2021
Q3 | $25.8M | Sell |
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|
2021
Q2 | $28.1M | Sell |
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|
2021
Q1 | $28.8M | Sell |
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|
2020
Q4 | $32.3M | Sell |
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|
2020
Q3 | $34M | Sell |
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|
2020
Q2 | $34.7M | Sell |
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|
2020
Q1 | $34.3M | Sell |
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|
2019
Q4 | $33.9M | Sell |
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|
2019
Q3 | $35.4M | Sell |
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|
2019
Q2 | $35.9M | Sell |
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|
2019
Q1 | $37M | Sell |
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|
2018
Q4 | $43.5M | Buy |
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