MFM
Mirsky Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $32.2M | Sell |
282,044
-721
| -0.3% | -$82.3K | 13.28% | 1 |
|
|
2021
Q3 | $32.5M | Buy |
282,765
+4,159
| +1% | +$478K | 14.49% | 1 |
|
|
2021
Q2 | $32.1M | Buy |
278,606
+79,049
| +40% | +$9.12M | 14.27% | 1 |
|
|
2021
Q1 | $22.7M | Buy |
199,557
+14,766
| +8% | +$1.68M | 10.54% | 1 |
|
|
2020
Q4 | $21.8M | Buy |
184,791
+25,695
| +16% | +$3.04M | 11.24% | 1 |
|
|
2020
Q3 | $18.8M | Buy |
159,096
+6,767
| +4% | +$799K | 10.62% | 1 |
|
|
2020
Q2 | $18M | Sell |
152,329
-70,222
| -32% | -$8.3M | 10.82% | 1 |
|
|
2020
Q1 | $25.7M | Buy |
222,551
+40,126
| +22% | +$4.63M | 18.11% | 1 |
|
|
2019
Q4 | $20.5M | Buy |
182,425
+14,226
| +8% | +$1.6M | 13.32% | 1 |
|
|
2019
Q3 | $19M | Buy |
168,199
+66,474
| +65% | +$7.52M | 13.66% | 1 |
|
|
2019
Q2 | $11.3M | Buy |
101,725
+2,656
| +3% | +$296K | 8.52% | 3 |
|
|
2019
Q1 | $10.8M | Sell |
99,069
-1,222
| -1% | -$133K | 8.4% | 3 |
|
|
2018
Q4 | $10.7M | Buy |
+100,291
| New | +$10.7M | 9.38% | 2 |
|