MSH Capital 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 | $643K | Buy |
6,483
+1,245
| +24% | +$124K | 0.19% | 132 |
|
|
2025
Q1 | $518K | Sell |
5,238
-1,140
| -18% | -$113K | 0.16% | 145 |
|
|
2024
Q4 | $618K | Sell |
6,378
-558
| -8% | -$54.1K | 0.19% | 125 |
|
|
2024
Q3 | $702K | Buy |
6,936
+2,893
| +72% | +$293K | 0.21% | 112 |
|
|
2024
Q2 | $392K | Buy |
+4,043
| New | +$392K | 0.13% | 159 |
|
|
2023
Q4 | – | Sell |
-2,553
| Closed | -$240K | – | 215 |
|
|
2023
Q3 | $240K | Sell |
2,553
-274
| -10% | -$25.8K | 0.09% | 187 |
|
|
2023
Q2 | $277K | Sell |
2,827
-274
| -9% | -$26.8K | 0.1% | 181 |
|
|
2023
Q1 | $309K | Sell |
3,101
-570
| -16% | -$56.8K | 0.13% | 158 |
|
|
2022
Q4 | $356K | Sell |
3,671
-395
| -10% | -$38.3K | 0.16% | 130 |
|
|
2022
Q3 | $392K | Sell |
4,066
-1,140
| -22% | -$110K | 0.19% | 118 |
|
|
2022
Q2 | $529K | Sell |
5,206
-493
| -9% | -$50.1K | 0.25% | 103 |
|
|
2022
Q1 | $610K | Buy |
5,699
+866
| +18% | +$92.7K | 0.25% | 100 |
|
|
2021
Q4 | $551K | Buy |
+4,833
| New | +$551K | 0.25% | 96 |
|