Maia Wealth’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 | $3.07M | Buy |
30,960
+2,400
| +8% | +$238K | 0.59% | 44 |
|
2025
Q1 | $2.79M | Buy |
28,560
+1,239
| +5% | +$121K | 0.63% | 41 |
|
2024
Q4 | $2.67M | Buy |
27,321
+11,809
| +76% | +$1.15M | 0.57% | 39 |
|
2024
Q3 | $1.53M | Buy |
15,512
+7,014
| +83% | +$693K | 0.38% | 65 |
|
2024
Q2 | $833K | Buy |
+8,498
| New | +$833K | 0.25% | 84 |
|
2023
Q4 | $490K | Buy |
+4,934
| New | +$490K | 0.2% | 105 |
|