Mascoma Wealth Management’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
Q2 | $48.5M | Buy |
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2025
Q1 | $47M | Buy |
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|
2024
Q4 | $43M | Buy |
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|
2024
Q3 | $42.7M | Buy |
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|
2024
Q2 | $38.6M | Buy |
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|
2024
Q1 | $37.1M | Buy |
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|
2023
Q4 | $31.7M | Buy |
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|
2023
Q3 | $28.9M | Buy |
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|
2023
Q2 | $28.2M | Buy |
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|
2023
Q1 | $19.1M | Buy |
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|
2022
Q4 | $8.84M | Buy |
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|
2022
Q3 | $3.08M | Buy |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $3.62M | Sell |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $10.7M | Sell |
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|
2020
Q4 | $17.9M | Buy |
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|
2019
Q3 | $13.6M | Buy |
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|
2019
Q2 | $12.6M | Buy |
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|
2019
Q1 | $11.4M | Buy |
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|
2018
Q4 | $8.49M | Buy |
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|
2018
Q3 | $14K | Sell |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $2.55M | Sell |
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|
2017
Q4 | $3.34M | Sell |
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|
2017
Q3 | $6.23M | Buy |
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|
2017
Q2 | $5.99M | Sell |
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|
2017
Q1 | $6.07M | Sell |
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|
2016
Q4 | $6.09M | Buy |
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