Whitegate Investment Counselors’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 | $586K | Sell |
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|
2025
Q2 | $788K | Sell |
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|
2025
Q1 | $977K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $7.62M | Buy |
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|
2024
Q2 | $6.61M | Buy |
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|
2024
Q1 | $6.43M | Buy |
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|
2023
Q4 | $6.47M | Buy |
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|
2023
Q3 | $6.04M | Buy |
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|
2023
Q2 | $5.8M | Buy |
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|
2023
Q1 | $3.08M | Buy |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.27M | Sell |
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|
2022
Q1 | $15.6M | Sell |
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|
2021
Q4 | $16.9M | Sell |
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|
2021
Q3 | $18.1M | Buy |
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|
2021
Q2 | $17.6M | Buy |
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|
2021
Q1 | $16.5M | Sell |
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|
2020
Q4 | $18.6M | Buy |
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|
2020
Q3 | $18.2M | Buy |
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|
2020
Q2 | $14.9M | Buy |
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|
2020
Q1 | $7.98M | Buy |
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|
2019
Q4 | $7.35M | Buy |
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|
2019
Q3 | $7.12M | Buy |
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|
2019
Q2 | $5.05M | Buy |
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|
2019
Q1 | $4.91M | Buy |
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|
2018
Q4 | $3.67M | Sell |
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|
2018
Q3 | $4.72M | Sell |
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|
2018
Q2 | $4.96M | Sell |
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|
2018
Q1 | $9.12M | Sell |
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|
2017
Q4 | $11.6M | Buy |
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|
2017
Q3 | $11.3M | Buy |
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|
2017
Q2 | $11.1M | Buy |
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|
2017
Q1 | $10.6M | Buy |
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|
2016
Q4 | $10.4M | Buy |
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|
2016
Q3 | $10.5M | Buy |
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|
2016
Q2 | $10.3M | Buy |
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|
2014
Q1 | $9.45M | Buy |
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