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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.62M | Buy |
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|
2025
Q2 | $3.54M | Buy |
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|
2025
Q1 | $3.49M | Sell |
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|
2024
Q4 | $3.46M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.4M | Buy |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.96M | Buy |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $20.1M | Buy |
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|
2022
Q2 | $2.78M | Sell |
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|
2022
Q1 | $3.03M | Sell |
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|
2021
Q4 | $3.69M | Buy |
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|
2021
Q3 | $3.65M | Sell |
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|
2021
Q2 | $3.77M | Sell |
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|
2021
Q1 | $4.07M | Sell |
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|
2020
Q4 | $5.16M | Buy |
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|
2020
Q3 | $4.92M | Buy |
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|
2020
Q2 | $4.65M | Sell |
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|
2020
Q1 | $5.21M | Buy |
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|
2019
Q4 | $5.08M | Sell |
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|
2019
Q3 | $5.16M | Sell |
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|
2019
Q2 | $5.41M | Buy |
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|
2019
Q1 | $5.2M | Sell |
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|
2018
Q4 | $5.97M | Buy |
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|
2018
Q3 | $4.91M | Buy |
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|
2018
Q2 | $4.92M | Buy |
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|
2018
Q1 | $4.95M | Buy |
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|
2017
Q4 | $4.64M | Sell |
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|
2017
Q3 | $4.71M | Buy |
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|
2017
Q2 | $4.62M | Buy |
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