Menard Financial Group’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
Q1 | – | Sell |
-65
| Closed | -$6.3K | – | 103 |
|
|
2024
Q4 | $6.3K | Buy |
+65
| New | +$6.3K | ﹤0.01% | 242 |
|
|
2021
Q2 | – | Sell |
-32,562
| Closed | -$3.71M | – | 152 |
|
|
2021
Q1 | $3.71M | Buy |
32,562
+3,653
| +13% | +$416K | 3.98% | 2 |
|
|
2020
Q4 | $3.42M | Sell |
28,909
-474
| -2% | -$56K | 3.68% | 3 |
|
|
2020
Q3 | $3.47M | Buy |
29,383
+12,088
| +70% | +$1.43M | 4.02% | 2 |
|
|
2020
Q2 | $2.04M | Buy |
+17,295
| New | +$2.04M | 2.56% | 6 |
|