MD Financial Management’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
2021 Q4	$130M	Sell	1,136,797 -18,920	-2%	-$2.16M	3.13%	6
2021 Q3	$133M	Buy	1,155,717 +63,582	+6%	+$7.37M	3.36%	6
2021 Q2	$124M	Buy	1,092,135 +223,808	+26%	+$25.6M	3.54%	5
2021 Q1	$98.1M	Buy	868,327 +57,284	+7%	+$6.63M	2.86%	6
2020 Q4	$95.9M	Buy	811,043 +48,694	+6%	+$5.74M	3.03%	8
2020 Q3	$90M	Sell	762,349 -31,097	-4%	-$3.69M	3.63%	8
2020 Q2	$93.8M	Sell	793,446 -83,088	-9%	-$9.73M	5.07%	5
2020 Q1	$101M	Buy	876,534 +216,726	+33%	+$24.7M	6.25%	1
2019 Q4	$74.1M	Sell	659,808 -268,013	-29%	-$30.2M	3.73%	12
2019 Q3	$105M	Buy	927,821 +84,644	+10%	+$9.52M	5.51%	3
2019 Q2	$93.9M	Sell	843,177 -176,771	-17%	-$19.3M	4.54%	6
2019 Q1	$111M	Buy	1,019,948 +304,881	+43%	+$32.7M	5.09%	6
2018 Q4	$76.1M	Sell	715,067 -32,820	-4%	-$3.44M	3.8%	13
2018 Q3	$78.9M	Buy	747,887 +71,169	+11%	+$7.55M	3.59%	15
2018 Q2	$71.9M	Sell	676,718 -201,904	-23%	-$21.4M	3.33%	14
2018 Q1	$94.2M	Buy	878,622 +191,582	+28%	+$20.6M	4.51%	7
2017 Q4	$75.1M	Buy	+687,040	New	+$75.1M	3.67%	12