Mission 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 | $2.26M | Sell |
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|
2025
Q1 | $3.3M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $6.27M | Buy |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $3.1M | Sell |
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|
2022
Q3 | $3.9M | Sell |
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|
2022
Q2 | $4.59M | Sell |
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|
2022
Q1 | $5.92M | Sell |
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|
2021
Q4 | $6.7M | Sell |
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|
2021
Q3 | $7.87M | Sell |
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|
2021
Q2 | $9.21M | Sell |
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|
2021
Q1 | $10.9M | Sell |
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|
2020
Q4 | $13.9M | Sell |
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|
2020
Q3 | $14.7M | Sell |
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|
2020
Q2 | $15.5M | Sell |
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|
2020
Q1 | $18.2M | Sell |
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|
2019
Q4 | $26.8M | Sell |
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|
2019
Q3 | $29.4M | Buy |
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|
2019
Q2 | $19.2M | Buy |
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|
2019
Q1 | $6.35M | Buy |
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|
2018
Q4 | $4.47M | Buy |
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|
2018
Q3 | $4.09M | Buy |
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|
2018
Q2 | $3.98M | Buy |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $604K | Buy |
|
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|
2017
Q3 | $420K | Buy |
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|
2017
Q2 | $306K | Buy |
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|
2017
Q1 | $273K | Buy |
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