MPS Loria Financial Planners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4M | Buy |
40,287
+2,620
| +7% | +$262K | 1.06% | 8 |
|
|
2025
Q4 | $3.76M | Buy |
37,667
+1,524
| +4% | +$153K | 0.97% | 8 |
|
|
2025
Q3 | $3.62M | Buy |
36,143
+425
| +1% | +$42.2K | 0.96% | 11 |
|
|
2025
Q2 | $3.54M | Buy |
35,718
+451
| +1% | +$44.2K | 1.04% | 10 |
|
|
2025
Q1 | $3.49M | Sell |
35,267
-491
| -1% | -$48K | 1.03% | 10 |
|
|
2024
Q4 | $3.46M | Buy |
35,758
+732
| +2% | +$72.1K | 1.03% | 9 |
|
|
2024
Q3 | $3.55M | Buy |
35,026
+737
| +2% | +$73.5K | 1.06% | 9 |
|
|
2024
Q2 | $3.33M | Sell |
34,289
-413
| -1% | -$39.9K | 1.07% | 10 |
|
|
2024
Q1 | $3.4M | Buy |
34,702
+4,309
| +14% | +$422K | 1.14% | 9 |
|
|
2023
Q4 | $3.02M | Sell |
30,393
-55
| -0.2% | -$5.23K | 1.06% | 7 |
|
|
2023
Q3 | $2.86M | Buy |
30,448
+560
| +2% | +$53.9K | 1.12% | 7 |
|
|
2023
Q2 | $2.93M | Buy |
29,888
+162
| +0.5% | +$16K | 1.1% | 7 |
|
|
2023
Q1 | $2.96M | Buy |
29,726
+6,579
| +28% | +$650K | 1.2% | 7 |
|
|
2022
Q4 | $2.25M | Sell |
23,147
-185,465
| -89% | -$17.9M | 1% | 10 |
|
|
2022
Q3 | $20.1M | Buy |
208,612
+181,234
| +662% | +$18.3M | 7.8% | 5 |
|
|
2022
Q2 | $2.78M | Sell |
27,378
-953
| -3% | -$97.9K | 1.26% | 8 |
|
|
2022
Q1 | $3.03M | Sell |
28,331
-4,025
| -12% | -$443K | 1.27% | 7 |
|
|
2021
Q4 | $3.69M | Buy |
32,356
+554
| +2% | +$63.4K | 1.5% | 5 |
|
|
2021
Q3 | $3.65M | Sell |
31,802
-870
| -3% | -$101K | 1.67% | 5 |
|
|
2021
Q2 | $3.77M | Sell |
32,672
-3,089
| -9% | -$354K | 1.74% | 5 |
|
|
2021
Q1 | $4.07M | Sell |
35,761
-7,961
| -18% | -$922K | 1.9% | 5 |
|
|
2020
Q4 | $5.16M | Buy |
43,722
+2,066
| +5% | +$243K | 2.32% | 7 |
|
|
2020
Q3 | $4.92M | Buy |
41,656
+2,335
| +6% | +$277K | 2.54% | 6 |
|
|
2020
Q2 | $4.65M | Sell |
39,321
-5,867
| -13% | -$687K | 2.49% | 7 |
|
|
2020
Q1 | $5.21M | Buy |
45,188
+11
| +0% | +$1.25K | 4% | 5 |
|
|
2019
Q4 | $5.08M | Sell |
45,177
-414
| -0.9% | -$46.7K | 2.99% | 7 |
|
|
2019
Q3 | $5.16M | Sell |
45,591
-2,989
| -6% | -$336K | 3.35% | 5 |
|
|
2019
Q2 | $5.41M | Buy |
48,580
+894
| +2% | +$97.8K | 3.46% | 5 |
|
|
2019
Q1 | $5.2M | Sell |
47,686
-8,401
| -15% | -$901K | 3.45% | 5 |
|
|
2018
Q4 | $5.97M | Buy |
56,087
+9,700
| +21% | +$1.02M | 4.29% | 5 |
|
|
2018
Q3 | $4.91M | Buy |
46,387
+101
| +0.2% | +$10.7K | 3.07% | 7 |
|
|
2018
Q2 | $4.92M | Buy |
46,286
+168
| +0.4% | +$17.8K | 4.96% | 5 |
|
|
2018
Q1 | $4.95M | Buy |
46,118
+3,670
| +9% | +$394K | 3.49% | 6 |
|
|
2017
Q4 | $4.64M | Sell |
42,448
-537
| -1% | -$58.7K | 3.17% | 6 |
|
|
2017
Q3 | $4.71M | Buy |
42,985
+864
| +2% | +$94.8K | 3.37% | 6 |
|
|
2017
Q2 | $4.62M | Buy |
+42,121
| New | +$4.6M | 3.09% | 6 |
|
Other funds holding AGG
MPS Loria Financial Planners's AGG Position: Q1 2026 in Review
MPS Loria Financial Planners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7% in Q1 2026, buying an estimated $262K and bringing the position to 40,287 shares worth $4M. The position accounts for 1.06% of the portfolio, ranked #8.
MPS Loria Financial Planners first reported a position in AGG in Q2 2017 and has held it in 36 quarters since. The position peaked at $20.1M in Q3 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- MPS Loria Financial Planners held 40,287 shares of iShares Core US Aggregate Bond ETF worth $4M as of Q1 2026.
- MPS Loria Financial Planners bought 2,620 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $262K.
- iShares Core US Aggregate Bond ETF made up 1.06% of MPS Loria Financial Planners's portfolio in Q1 2026, its #8 holding.
- MPS Loria Financial Planners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's iShares Core US Aggregate Bond ETF position peaked at $20.1M in Q3 2022.
- 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.