Midwest Professional Planners Ltd (MPPL)’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 | $5.56M | Buy |
56,091
+1,433
| +3% | +$142K | 1.47% | 14 |
|
|
2025
Q1 | $5.41M | Buy |
54,658
+6,848
| +14% | +$677K | 1.68% | 9 |
|
|
2024
Q4 | $4.63M | Buy |
47,810
+504
| +1% | +$48.8K | 1.38% | 14 |
|
|
2024
Q3 | $4.79M | Buy |
47,306
+1,012
| +2% | +$102K | 1.46% | 14 |
|
|
2024
Q2 | $4.49M | Sell |
46,294
-31,362
| -40% | -$3.04M | 1.5% | 14 |
|
|
2024
Q1 | $7.61M | Buy |
77,656
+3,213
| +4% | +$315K | 2.67% | 3 |
|
|
2023
Q4 | $7.39M | Sell |
74,443
-25,151
| -25% | -$2.5M | 2.95% | 3 |
|
|
2023
Q3 | $9.37M | Sell |
99,594
-492
| -0.5% | -$46.3K | 4.21% | 2 |
|
|
2023
Q2 | $9.8M | Sell |
100,086
-883
| -0.9% | -$86.5K | 4.29% | 2 |
|
|
2023
Q1 | $10.1M | Sell |
100,969
-4,634
| -4% | -$462K | 4.92% | 3 |
|
|
2022
Q4 | $10.2M | Sell |
105,603
-3,258
| -3% | -$316K | 5.67% | 2 |
|
|
2022
Q3 | $10.5M | Sell |
108,861
-285
| -0.3% | -$27.5K | 6.26% | 2 |
|
|
2022
Q2 | $11.1M | Sell |
109,146
-21,597
| -17% | -$2.2M | 6.26% | 3 |
|
|
2022
Q1 | $14M | Buy |
130,743
+11,628
| +10% | +$1.25M | 6.89% | 2 |
|
|
2021
Q4 | $13.6M | Sell |
119,115
-4,235
| -3% | -$483K | 6.6% | 2 |
|
|
2021
Q3 | $14.1M | Sell |
123,350
-6,364
| -5% | -$730K | 7.5% | 2 |
|
|
2021
Q2 | $15M | Buy |
129,714
+70,387
| +119% | +$8.12M | 7.79% | 1 |
|
|
2021
Q1 | $6.85M | Sell |
59,327
-61,301
| -51% | -$7.07M | 6.76% | 2 |
|
|
2020
Q4 | $14.3M | Buy |
120,628
+6,978
| +6% | +$825K | 8.78% | 1 |
|
|
2020
Q3 | $13.4M | Buy |
113,650
+15,673
| +16% | +$1.85M | 9.44% | 1 |
|
|
2020
Q2 | $11.6M | Buy |
97,977
+38,650
| +65% | +$4.57M | 9.12% | 1 |
|
|
2020
Q1 | $6.85M | Buy |
59,327
+1,355
| +2% | +$156K | 6.76% | 2 |
|
|
2019
Q4 | $6.51M | Buy |
57,972
+14,889
| +35% | +$1.67M | 5.32% | 3 |
|
|
2019
Q3 | $4.88M | Sell |
43,083
-18,636
| -30% | -$2.11M | 4.36% | 6 |
|
|
2019
Q2 | $6.87M | Buy |
61,719
+3,411
| +6% | +$380K | 6.38% | 1 |
|
|
2019
Q1 | $6.36M | Sell |
58,308
-5,405
| -8% | -$590K | 6.14% | 2 |
|
|
2018
Q4 | $6.79M | Sell |
63,713
-2,489
| -4% | -$265K | 7.3% | 2 |
|
|
2018
Q3 | $6.99M | Sell |
66,202
-1,628
| -2% | -$172K | 6.41% | 2 |
|
|
2018
Q2 | $7.21M | Buy |
67,830
+1,767
| +3% | +$188K | 6.45% | 3 |
|
|
2018
Q1 | $7.09M | Sell |
66,063
-483
| -0.7% | -$51.8K | 6.38% | 3 |
|
|
2017
Q4 | $7.28M | Buy |
+66,546
| New | +$7.28M | 6.64% | 2 |
|