Mayflower Financial Advisors’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
Q3 | $702K | Buy |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $862K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.42M | Buy |
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