MinichMacGregor Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
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|
2025
Q1 | $6M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $10.7K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $55K | Hold |
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|
2017
Q4 | $56K | Hold |
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|
2017
Q3 | $56K | Hold |
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|
2017
Q2 | $56K | Sell |
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|
2017
Q1 | $58K | Hold |
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|
2016
Q4 | $58K | Sell |
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|
2016
Q3 | $95K | Sell |
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|
2016
Q2 | $196K | Hold |
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|
2016
Q1 | $193K | Buy |
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|
2015
Q4 | $57K | Buy |
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