MN Wealth Advisors’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 | $6.74M | Buy |
67,928
+32,201
| +90% | +$3.19M | 3.92% | 6 |
|
|
2025
Q1 | $3.53M | Sell |
35,727
-1,048
| -3% | -$104K | 2.08% | 13 |
|
|
2024
Q4 | $3.56M | Buy |
36,775
+3,713
| +11% | +$360K | 2.01% | 14 |
|
|
2024
Q3 | $3.35M | Buy |
33,062
+27,486
| +493% | +$2.78M | 1.9% | 15 |
|
|
2024
Q2 | $541K | Sell |
5,576
-348
| -6% | -$33.8K | 0.31% | 62 |
|
|
2024
Q1 | $580K | Sell |
5,924
-381
| -6% | -$37.3K | 0.36% | 58 |
|
|
2023
Q4 | $626K | Buy |
+6,305
| New | +$626K | 0.43% | 54 |
|