MONECO 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 | $231K | Buy |
2,324
+30
| +1% | +$2.98K | 0.02% | 428 |
|
|
2025
Q1 | $227K | Sell |
2,294
-1,026
| -31% | -$101K | 0.02% | 421 |
|
|
2024
Q4 | $322K | Buy |
3,320
+1,036
| +45% | +$100K | 0.03% | 355 |
|
|
2024
Q3 | $231K | Sell |
2,284
-3,626
| -61% | -$367K | 0.03% | 393 |
|
|
2024
Q2 | $574K | Sell |
5,910
-2,367
| -29% | -$230K | 0.08% | 220 |
|
|
2024
Q1 | $811K | Buy |
8,277
+4,344
| +110% | +$425K | 0.13% | 174 |
|
|
2023
Q4 | $390K | Buy |
3,933
+442
| +13% | +$43.9K | 0.07% | 244 |
|
|
2023
Q3 | $328K | Buy |
+3,491
| New | +$328K | 0.09% | 239 |
|
|
2021
Q2 | – | Sell |
-2,254
| Closed | -$257K | – | 225 |
|
|
2021
Q1 | $257K | Buy |
+2,254
| New | +$257K | 0.12% | 164 |
|