M Holdings Securities’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
Q4 | $3.9M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $2.21M | Buy |
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|
2020
Q2 | $1.98M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $392K | Sell |
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|
2018
Q4 | $409K | Sell |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $1.14M | Sell |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.25M | Buy |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $1.04M | Sell |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | $942K | Buy |
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|
2016
Q2 | $750K | Sell |
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|
2016
Q1 | $2.12M | Sell |
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|
2015
Q4 | $2.1M | Buy |
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|
2015
Q3 | $1.96M | Sell |
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|
2015
Q2 | $2.01M | Sell |
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|
2015
Q1 | $2.11M | Buy |
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|
2014
Q4 | $488K | Sell |
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|
2014
Q3 | $575K | Sell |
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|
2014
Q2 | $613K | Sell |
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|
2014
Q1 | $641K | Sell |
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|
2013
Q4 | $853K | Buy |
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