Westside Investment Management’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
Q2 | $8.02M | Buy |
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|
2025
Q1 | $7.78M | Buy |
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|
2024
Q4 | $7.47M | Buy |
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|
2024
Q3 | $7.52M | Buy |
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|
2024
Q2 | $7.15M | Buy |
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|
2024
Q1 | $6.93M | Buy |
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|
2023
Q4 | $6.91M | Sell |
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|
2023
Q3 | $6.61M | Buy |
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|
2023
Q2 | $6.56M | Buy |
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|
2023
Q1 | $6.36M | Buy |
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|
2022
Q4 | $179K | Sell |
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|
2022
Q3 | $132K | Sell |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $147K | Buy |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $157K | Buy |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $147K | Buy |
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|
2020
Q1 | $143K | Buy |
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|
2019
Q2 | $9.19K | Buy |
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|
2018
Q4 | $8.68M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8.56M | Buy |
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|
2018
Q1 | $8.56M | Buy |
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|
2017
Q4 | $8.37M | Sell |
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|
2017
Q3 | $8.85M | Buy |
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|
2017
Q2 | $8.75M | Buy |
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|
2017
Q1 | $7.69M | Sell |
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|
2016
Q4 | $12.6M | Buy |
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