MAI Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.1M Buy
353,400
+27,879
+9% +$2.77M 0.24% 92
2025
Q1
$32.2M Buy
325,521
+21,014
+7% +$2.08M 0.24% 91
2024
Q4
$29.5M Buy
+304,507
New +$29.5M 0.22% 100