MGO Private Wealth’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 | $9.74M | Sell |
98,150
-7,641
| -7% | -$758K | 6.23% | 3 |
|
|
2025
Q1 | $10.5M | Sell |
105,791
-1,150
| -1% | -$114K | 7.38% | 3 |
|
|
2024
Q4 | $10.4M | Sell |
106,941
-684
| -0.6% | -$66.3K | 7.37% | 3 |
|
|
2024
Q3 | $10.9M | Sell |
107,625
-144
| -0.1% | -$14.6K | 7.76% | 3 |
|
|
2024
Q2 | $10.5M | Sell |
107,769
-415
| -0.4% | -$40.3K | 6.57% | 3 |
|
|
2024
Q1 | $10.6M | Sell |
108,184
-1,273
| -1% | -$125K | 6.65% | 3 |
|
|
2023
Q4 | $10.9M | Buy |
109,457
+58,893
| +116% | +$5.85M | 7.47% | 2 |
|
|
2023
Q3 | $4.76M | Sell |
50,564
-2,923
| -5% | -$275K | 3.55% | 9 |
|
|
2023
Q2 | $5.24M | Sell |
53,487
-30
| -0.1% | -$2.94K | 3.94% | 7 |
|
|
2023
Q1 | $5.33M | Sell |
53,517
-14,242
| -21% | -$1.42M | 4.18% | 6 |
|
|
2022
Q4 | $6.57M | Sell |
67,759
-40,006
| -37% | -$3.88M | 3% | 7 |
|
|
2022
Q3 | $10.4M | Buy |
+107,765
| New | +$10.4M | 4.94% | 3 |
|