MPS Loria Financial Planners’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 | $3.54M | Buy |
35,718
+451
| +1% | +$44.7K | 1.04% | 10 |
|
|
2025
Q1 | $3.49M | Sell |
35,267
-491
| -1% | -$48.6K | 1.03% | 10 |
|
|
2024
Q4 | $3.46M | Buy |
35,758
+732
| +2% | +$70.9K | 1.03% | 9 |
|
|
2024
Q3 | $3.55M | Buy |
35,026
+737
| +2% | +$74.6K | 1.06% | 9 |
|
|
2024
Q2 | $3.33M | Sell |
34,289
-413
| -1% | -$40.1K | 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% | -$5.46K | 1.06% | 7 |
|
|
2023
Q3 | $2.86M | Buy |
30,448
+560
| +2% | +$52.7K | 1.12% | 7 |
|
|
2023
Q2 | $2.93M | Buy |
29,888
+162
| +0.5% | +$15.9K | 1.1% | 7 |
|
|
2023
Q1 | $2.96M | Buy |
29,726
+6,579
| +28% | +$656K | 1.2% | 7 |
|
|
2022
Q4 | $2.25M | Sell |
23,147
-185,465
| -89% | -$18M | 1% | 10 |
|
|
2022
Q3 | $20.1M | Buy |
208,612
+181,234
| +662% | +$17.5M | 7.8% | 5 |
|
|
2022
Q2 | $2.78M | Sell |
27,378
-953
| -3% | -$96.9K | 1.26% | 8 |
|
|
2022
Q1 | $3.03M | Sell |
28,331
-4,025
| -12% | -$431K | 1.27% | 7 |
|
|
2021
Q4 | $3.69M | Buy |
32,356
+554
| +2% | +$63.2K | 1.5% | 5 |
|
|
2021
Q3 | $3.65M | Sell |
31,802
-870
| -3% | -$99.9K | 1.67% | 5 |
|
|
2021
Q2 | $3.77M | Sell |
32,672
-3,089
| -9% | -$356K | 1.74% | 5 |
|
|
2021
Q1 | $4.07M | Sell |
35,761
-7,961
| -18% | -$906K | 1.9% | 5 |
|
|
2020
Q4 | $5.16M | Buy |
43,722
+2,066
| +5% | +$244K | 2.32% | 7 |
|
|
2020
Q3 | $4.92M | Buy |
41,656
+2,335
| +6% | +$276K | 2.54% | 6 |
|
|
2020
Q2 | $4.65M | Sell |
39,321
-5,867
| -13% | -$694K | 2.49% | 7 |
|
|
2020
Q1 | $5.21M | Buy |
45,188
+11
| +0% | +$1.27K | 4% | 5 |
|
|
2019
Q4 | $5.08M | Sell |
45,177
-414
| -0.9% | -$46.5K | 2.99% | 7 |
|
|
2019
Q3 | $5.16M | Sell |
45,591
-2,989
| -6% | -$338K | 3.35% | 5 |
|
|
2019
Q2 | $5.41M | Buy |
48,580
+894
| +2% | +$99.5K | 3.46% | 5 |
|
|
2019
Q1 | $5.2M | Sell |
47,686
-8,401
| -15% | -$916K | 3.45% | 5 |
|
|
2018
Q4 | $5.97M | Buy |
56,087
+9,700
| +21% | +$1.03M | 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% | +$17.9K | 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% | +$94.7K | 3.37% | 6 |
|
|
2017
Q2 | $4.62M | Buy |
+42,121
| New | +$4.62M | 3.09% | 6 |
|