MAM
McCarthy Asset Management’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
Q2 | – | Sell |
-37
| Closed | -$4K | – | 44 |
|
|
2022
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 205 |
|
|
2021
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 201 |
|
|
2021
Q3 | $4K | Buy |
37
+1
| +3% | +$108 | ﹤0.01% | 207 |
|
|
2021
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 259 |
|
|
2021
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 224 |
|
|
2020
Q4 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 205 |
|