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