MWM
AGG icon

Mittelman Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mittelman Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$468K Sell
4,714
-4,132
-47% -$410K 0.39% 27
2025
Q1 		$875K Buy
8,846
+56
+0.6% +$5.54K 0.79% 15
2024
Q4 		$852K Buy
+8,790
New +$852K 0.79% 15