Zullo Investment Group’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 | $246K | Hold |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $645K | Sell |
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|
2022
Q3 | $670K | Sell |
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|
2022
Q2 | $771K | Sell |
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|
2022
Q1 | $952K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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