MWM
MinichMacGregor Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
18,733
-41,963
| -69% | -$4.16M | 0.4% | 45 |
|
|
2025
Q1 | $6M | Buy |
+60,696
| New | +$6M | 1.34% | 29 |
|
|
2023
Q1 | – | Sell |
-110
| Closed | -$10.7K | – | 112 |
|
|
2022
Q4 | $10.7K | Buy |
+110
| New | +$10.7K | ﹤0.01% | 401 |
|
|
2018
Q4 | – | Sell |
-337
| Closed | -$35K | – | 102 |
|
|
2018
Q3 | $35K | Hold |
337
| – | – | 0.02% | 155 |
|
|
2018
Q2 | $35K | Sell |
337
-181
| -35% | -$18.8K | 0.02% | 138 |
|
|
2018
Q1 | $55K | Hold |
518
| – | – | 0.04% | 105 |
|
|
2017
Q4 | $56K | Hold |
518
| – | – | 0.04% | 103 |
|
|
2017
Q3 | $56K | Hold |
518
| – | – | 0.05% | 96 |
|
|
2017
Q2 | $56K | Sell |
518
-20
| -4% | -$2.16K | 0.05% | 95 |
|
|
2017
Q1 | $58K | Hold |
538
| – | – | 0.05% | 95 |
|
|
2016
Q4 | $58K | Sell |
538
-309
| -36% | -$33.3K | 0.05% | 95 |
|
|
2016
Q3 | $95K | Sell |
847
-902
| -52% | -$101K | 0.09% | 70 |
|
|
2016
Q2 | $196K | Hold |
1,749
| – | – | 0.19% | 37 |
|
|
2016
Q1 | $193K | Buy |
1,749
+1,227
| +235% | +$135K | 0.19% | 39 |
|
|
2015
Q4 | $57K | Buy |
+522
| New | +$57K | 0.05% | 97 |
|