McDonald Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
+13,600
| New | +$1.35M | 0.32% | 91 |
|
|
2022
Q3 | – | Sell |
-18,152
| Closed | -$1.85M | – | 220 |
|
|
2022
Q2 | $1.85M | Buy |
18,152
+1,376
| +8% | +$140K | 0.47% | 55 |
|
|
2022
Q1 | $1.8M | Buy |
16,776
+15,989
| +2,032% | +$1.71M | 0.39% | 72 |
|
|
2021
Q4 | $89.8K | Sell |
787
-16,810
| -96% | -$1.92M | 0.08% | 91 |
|
|
2021
Q3 | $2.02M | Buy |
17,597
+3
| +0% | +$345 | 0.47% | 56 |
|
|
2021
Q2 | $2.03M | Hold |
17,594
| – | – | 0.48% | 56 |
|
|
2021
Q1 | $2M | Buy |
17,594
+1
| +0% | +$114 | 0.51% | 55 |
|
|
2020
Q4 | $2.08M | Buy |
+17,593
| New | +$2.08M | 0.59% | 48 |
|