Mosaic Family Wealth Partners’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 | $425K | Sell |
4,289
-11
| -0.3% | -$1.09K | 0.05% | 145 |
|
|
2025
Q1 | $425K | Buy |
4,300
+20
| +0.5% | +$1.98K | 0.06% | 143 |
|
|
2024
Q4 | $415K | Hold |
4,280
| – | – | 0.06% | 138 |
|
|
2024
Q3 | $433K | Buy |
4,280
+100
| +2% | +$10.1K | 0.06% | 130 |
|
|
2024
Q2 | $406K | Buy |
4,180
+6
| +0.1% | +$582 | 0.07% | 133 |
|
|
2024
Q1 | $409K | Sell |
4,174
-604
| -13% | -$59.2K | 0.07% | 133 |
|
|
2023
Q4 | $474K | Buy |
+4,778
| New | +$474K | 0.08% | 117 |
|