MGB Wealth Management’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 | $354K | Buy |
+3,579
| New | +$354K | 0.12% | 158 |
|
|
2024
Q4 | – | Sell |
-8
| Closed | -$848 | – | 288 |
|
|
2024
Q3 | $848 | Hold |
8
| – | – | ﹤0.01% | 274 |
|
|
2024
Q2 | $820 | Hold |
8
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $806 | Hold |
8
| – | – | ﹤0.01% | 264 |
|
|
2023
Q4 | $812 | Buy |
+8
| New | +$812 | ﹤0.01% | 258 |
|