MA
MBA Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-37,277
| Closed | -$3.79M | – | 123 |
|
|
2022
Q2 | $3.79M | Buy |
37,277
+4,448
| +14% | +$452K | 2.6% | 12 |
|
|
2022
Q1 | $3.52M | Buy |
32,829
+3,866
| +13% | +$414K | 2.18% | 11 |
|
|
2021
Q4 | $3.3M | Buy |
28,963
+343
| +1% | +$39.1K | 2.05% | 13 |
|
|
2021
Q3 | $3.29M | Buy |
28,620
+2,576
| +10% | +$296K | 2.43% | 13 |
|
|
2021
Q2 | $3K | Buy |
26,044
+12,782
| +96% | +$1.47K | 1.4% | 13 |
|
|
2021
Q1 | $1.51K | Buy |
+13,262
| New | +$1.51K | 0.83% | 25 |
|