MidAtlantic Capital 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 | $422K | Buy |
4,258
+20
| +0.5% | +$1.98K | 0.3% | 65 |
|
|
2025
Q1 | $419K | Buy |
4,238
+1,012
| +31% | +$100K | 0.33% | 62 |
|
|
2024
Q4 | $313K | Buy |
3,226
+969
| +43% | +$93.9K | 0.23% | 69 |
|
|
2024
Q3 | $229K | Sell |
2,257
-33
| -1% | -$3.34K | 0.17% | 79 |
|
|
2024
Q2 | $222K | Buy |
2,290
+284
| +14% | +$27.6K | 0.19% | 74 |
|
|
2024
Q1 | $196K | Hold |
2,006
| – | – | 0.17% | 78 |
|
|
2023
Q4 | $199K | Buy |
+2,006
| New | +$199K | 0.19% | 72 |
|