MWM
Maripau Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,137
| Closed | -$310K | – | 161 |
|
|
2025
Q1 | $310K | Sell |
3,137
-2,492
| -44% | -$246K | 0.18% | 101 |
|
|
2024
Q4 | $545K | Buy |
+5,629
| New | +$545K | 0.32% | 69 |
|
|
2024
Q3 | – | Sell |
-7,343
| Closed | -$713K | – | 53 |
|
|
2024
Q2 | $713K | Buy |
7,343
+308
| +4% | +$29.9K | 0.49% | 49 |
|
|
2024
Q1 | $689K | Buy |
7,035
+1,637
| +30% | +$160K | 0.52% | 46 |
|
|
2023
Q4 | $536K | Sell |
5,398
-351
| -6% | -$34.8K | 0.47% | 48 |
|
|
2023
Q3 | $541K | Buy |
5,749
+3,607
| +168% | +$339K | 0.5% | 48 |
|
|
2023
Q2 | $210K | Sell |
2,142
-1,684
| -44% | -$165K | 0.19% | 93 |
|
|
2023
Q1 | $381K | Sell |
3,826
-449
| -11% | -$44.7K | 0.4% | 49 |
|
|
2022
Q4 | $430K | Buy |
4,275
+1,618
| +61% | +$163K | 0.45% | 48 |
|
|
2022
Q3 | $252K | Buy |
+2,657
| New | +$252K | 0.27% | 67 |
|