MKD Wealth Coaches’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Sell |
70,497
-2,039
| -3% | -$202K | 7.37% | 3 |
|
|
2025
Q1 | $7.18M | Buy |
72,536
+5,056
| +7% | +$500K | 8.12% | 3 |
|
|
2024
Q4 | $6.54M | Buy |
+67,480
| New | +$6.54M | 6.62% | 3 |
|
|
2021
Q4 | $1.89M | Sell |
16,602
-1,679
| -9% | -$192K | 2.59% | 4 |
|
|
2021
Q3 | $2.1M | Buy |
18,281
+33
| +0.2% | +$3.79K | 3.3% | 3 |
|
|
2021
Q2 | $2.11M | Sell |
18,248
-181
| -1% | -$20.9K | 3.37% | 3 |
|
|
2021
Q1 | $2.1M | Sell |
18,429
-4,660
| -20% | -$531K | 3.58% | 3 |
|
|
2020
Q4 | $2.73M | Buy |
23,089
+8,999
| +64% | +$1.06M | 4.37% | 6 |
|
|
2020
Q3 | $1.66M | Buy |
+14,090
| New | +$1.66M | 2.38% | 12 |
|
|
2019
Q3 | – | Sell |
-489
| Closed | -$54K | – | 58 |
|
|
2019
Q2 | $54K | Buy |
489
+356
| +268% | +$39.3K | 0.05% | 85 |
|
|
2019
Q1 | $15K | Sell |
133
-4,778
| -97% | -$539K | 0.02% | 129 |
|
|
2018
Q4 | $523K | Buy |
+4,911
| New | +$523K | 0.62% | 33 |
|