West Branch Capital’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 | $339K | Buy |
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|
2025
Q2 | $322K | Sell |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $189K | Buy |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $141K | Buy |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $134K | Hold |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $144K | Buy |
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