MBL Wealth’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 | $465K | Sell |
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|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $818K | Buy |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $20.5M | Buy |
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|
2023
Q4 | $19.1M | Buy |
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|
2023
Q3 | $16.2M | Buy |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $8.1M | Buy |
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|
2022
Q3 | $6.76M | Buy |
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