MSWM
McGlone Suttner Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
114,571
+4,889
| +4% | +$485K | 1.72% | 13 |
|
|
2025
Q1 | $10.8M | Buy |
109,682
+4,696
| +4% | +$465K | 1.78% | 13 |
|
|
2024
Q4 | $10.2M | Buy |
104,986
+30,478
| +41% | +$2.95M | 1.7% | 13 |
|
|
2024
Q3 | $7.55M | Sell |
74,508
-10,907
| -13% | -$1.1M | 1.57% | 13 |
|
|
2024
Q2 | $8.48M | Sell |
85,415
-5,079
| -6% | -$504K | 1.74% | 11 |
|
|
2024
Q1 | $8.86M | Buy |
90,494
+5,079
| +6% | +$497K | 1.66% | 13 |
|
|
2023
Q4 | $8.48M | Buy |
85,415
+2,121
| +3% | +$211K | 1.68% | 11 |
|
|
2023
Q3 | $7.83M | Buy |
83,294
+58,503
| +236% | +$5.5M | 1.82% | 12 |
|
|
2023
Q2 | $2.43M | Buy |
+24,791
| New | +$2.43M | 0.55% | 20 |
|