MidWestOne 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
Q2 | $13.1M | Buy |
132,160
+309
| +0.2% | +$30.7K | 1.7% | 10 |
|
|
2025
Q1 | $13M | Buy |
131,851
+274
| +0.2% | +$27.1K | 1.85% | 8 |
|
|
2024
Q4 | $12.7M | Sell |
131,577
-14,151
| -10% | -$1.37M | 1.79% | 9 |
|
|
2024
Q3 | $14.8M | Buy |
145,728
+128,857
| +764% | +$13M | 2.04% | 8 |
|
|
2024
Q2 | $1.64M | Buy |
16,871
+4,699
| +39% | +$456K | 0.3% | 91 |
|
|
2024
Q1 | $1.19M | Buy |
12,172
+748
| +7% | +$73.3K | 0.21% | 125 |
|
|
2023
Q4 | $1.13M | Buy |
11,424
+3,689
| +48% | +$366K | 0.22% | 116 |
|
|
2023
Q3 | $727K | Buy |
7,735
+4,551
| +143% | +$428K | 0.16% | 153 |
|
|
2023
Q2 | $312K | Buy |
3,184
+802
| +34% | +$78.6K | 0.07% | 225 |
|
|
2023
Q1 | $237K | Buy |
+2,382
| New | +$237K | 0.05% | 238 |
|
|
2021
Q4 | – | Sell |
-6,121
| Closed | -$703K | – | 243 |
|
|
2021
Q3 | $703K | Buy |
6,121
+406
| +7% | +$46.6K | 0.16% | 132 |
|
|
2021
Q2 | $659K | Hold |
5,715
| – | – | 0.16% | 131 |
|
|
2021
Q1 | $651K | Hold |
5,715
| – | – | 0.16% | 132 |
|
|
2020
Q4 | $675K | Hold |
5,715
| – | – | 0.19% | 124 |
|
|
2020
Q3 | $675K | Buy |
+5,715
| New | +$675K | 0.22% | 120 |
|
|
2020
Q1 | – | Sell |
-3,924
| Closed | -$440K | – | 198 |
|
|
2019
Q4 | $440K | Buy |
+3,924
| New | +$440K | 0.09% | 164 |
|