WNY Asset 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 | $454K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $554K | Sell |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $939K | Buy |
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|
2023
Q3 | $870K | Buy |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $874K | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $353K | Buy |
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