WFA of San Diego’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 | $208K | Buy |
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|
2024
Q3 | $152K | Hold |
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|
2024
Q2 | $146K | Buy |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $156K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $356K | Buy |
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