Welch & Forbes’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 | $1.79M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $979K | Buy |
|
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|
2024
Q2 | $851K | Buy |
|
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|
2024
Q1 | $636K | Buy |
|
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|
2023
Q4 | $613K | Buy |
|
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $578K | Buy |
|
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|
2023
Q1 | $506K | Buy |
|
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $399K | Hold |
|
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $420K | Hold |
|
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|
2020
Q2 | $421K | Hold |
|
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|
2020
Q1 | $412K | Sell |
|
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|
2019
Q4 | $410K | Sell |
|
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|
2019
Q3 | $431K | Sell |
|
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|
2019
Q2 | $445K | Buy |
|
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|
2019
Q1 | $414K | Hold |
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|
2018
Q4 | $405K | Buy |
|
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|
2018
Q3 | $395K | Hold |
|
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|
2018
Q2 | $397K | Sell |
|
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|
2018
Q1 | $521K | Sell |
|
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|
2017
Q4 | $637K | Sell |
|
|||||
|
2017
Q3 | $661K | Hold |
|
|||||
|
2017
Q2 | $660K | Hold |
|
|||||
|
2017
Q1 | $654K | Sell |
|
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|
2016
Q4 | $663K | Hold |
|
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|
2016
Q3 | $688K | Buy |
|
|||||
|
2016
Q2 | $676K | Sell |
|
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|
2016
Q1 | $701K | Sell |
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|
2015
Q4 | $784K | Buy |
|
|||||
|
2015
Q3 | $574K | Hold |
|
|||||
|
2015
Q2 | $570K | Sell |
|
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|
2015
Q1 | $595K | Sell |
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|
2014
Q4 | $673K | Sell |
|
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|
2014
Q3 | $738K | Hold |
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|
2014
Q2 | $740K | Sell |
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|
2014
Q1 | $857K | Sell |
|
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|
2013
Q4 | $1.07M | Sell |
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|
2013
Q3 | $1.16M | Sell |
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|
2013
Q2 | $1.25M | Buy |
|