MW
MBL Wealth’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 | $472K | Sell |
4,755
-6
| -0.1% | -$595 | 0.05% | 145 |
|
|
2025
Q1 | $471K | Sell |
4,761
-2,240
| -32% | -$222K | 0.05% | 137 |
|
|
2024
Q4 | $678K | Sell |
7,001
-1,078
| -13% | -$104K | 0.07% | 115 |
|
|
2024
Q3 | $818K | Buy |
8,079
+420
| +5% | +$42.5K | 0.09% | 105 |
|
|
2024
Q2 | $743K | Sell |
7,659
-202,000
| -96% | -$19.6M | 0.08% | 104 |
|
|
2024
Q1 | $20.5M | Buy |
209,659
+16,760
| +9% | +$1.64M | 2.33% | 12 |
|
|
2023
Q4 | $19.1M | Buy |
192,899
+20,651
| +12% | +$2.05M | 2.39% | 13 |
|
|
2023
Q3 | $16.2M | Buy |
172,248
+34,063
| +25% | +$3.2M | 2.28% | 15 |
|
|
2023
Q2 | $13.5M | Buy |
138,185
+29,002
| +27% | +$2.84M | 1.91% | 16 |
|
|
2023
Q1 | $10.9M | Buy |
109,183
+25,642
| +31% | +$2.55M | 1.7% | 17 |
|
|
2022
Q4 | $8.1M | Buy |
83,541
+13,391
| +19% | +$1.3M | 1.55% | 17 |
|
|
2022
Q3 | $6.76M | Buy |
+70,150
| New | +$6.76M | 1.46% | 16 |
|