MAM
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Milestone Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Milestone Asset Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
11,262
+2,261
+25% +$224K 0.18% 127
2026
Q1 		$894K Buy
9,001
+4,476
+99% +$448K 0.16% 127
2025
Q4 		$452K Sell
4,525
-1,969
-30% -$198K 0.09% 159
2025
Q3 		$651K Sell
6,494
-7,526
-54% -$747K 0.12% 131
2025
Q2 		$1.39M Buy
14,020
+9,320
+198% +$913K 0.29% 65
2025
Q1 		$465K Buy
+4,700
New +$459K 0.1% 148
2024
Q3 		– Sell
-2,954
Closed -$287K – 201
2024
Q2 		$287K Sell
2,954
-469
-14% -$45.3K 0.07% 165
2024
Q1 		$335K Buy
3,423
+1,119
+49% +$110K 0.1% 134
2023
Q4 		$229K Buy
+2,304
New +$219K 0.08% 75
2023
Q3 		– Sell
-4,589
Closed -$450K – 85
2023
Q2 		$450K Buy
4,589
+1,885
+70% +$186K 0.2% 34
2023
Q1 		$269K Sell
2,704
-24
-0.9% -$2.37K 0.15% 58
2022
Q4 		$272K Buy
+2,728
New +$264K 0.16% 53

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SWM
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SP
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FCBT
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GLLW
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AF
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BCM
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FWA
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JWA
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BHWM
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