Milestone Asset 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 | $1.39M | Buy |
14,020
+9,320
| +198% | +$925K | 0.29% | 65 |
|
|
2025
Q1 | $465K | Buy |
+4,700
| New | +$465K | 0.1% | 147 |
|
|
2024
Q3 | – | Sell |
-2,954
| Closed | -$287K | – | 199 |
|
|
2024
Q2 | $287K | Sell |
2,954
-469
| -14% | -$45.5K | 0.07% | 165 |
|
|
2024
Q1 | $335K | Buy |
3,423
+1,119
| +49% | +$110K | 0.1% | 134 |
|
|
2023
Q4 | $229K | Buy |
+2,304
| New | +$229K | 0.08% | 75 |
|
|
2023
Q3 | – | Sell |
-4,589
| Closed | -$450K | – | 84 |
|
|
2023
Q2 | $450K | Buy |
4,589
+1,885
| +70% | +$185K | 0.2% | 34 |
|
|
2023
Q1 | $269K | Sell |
2,704
-24
| -0.9% | -$2.39K | 0.15% | 58 |
|
|
2022
Q4 | $272K | Buy |
+2,728
| New | +$272K | 0.16% | 53 |
|