Mutual Advisors’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 | $26.1M | Buy |
263,176
+9,493
| +4% | +$950K | 0.56% | 25 |
|
|
2025
Q4 | $25.3M | Buy |
253,683
+139,034
| +121% | +$14M | 0.54% | 27 |
|
|
2025
Q3 | $11.6M | Buy |
114,649
+8,229
| +8% | +$816K | 0.26% | 67 |
|
|
2025
Q2 | $10.5M | Sell |
106,420
-146,945
| -58% | -$14.4M | 0.26% | 64 |
|
|
2025
Q1 | $25M | Buy |
253,365
+142,399
| +128% | +$13.9M | 0.72% | 16 |
|
|
2024
Q4 | $10.8M | Sell |
110,966
-167,878
| -60% | -$16.5M | 0.31% | 53 |
|
|
2024
Q3 | $27.5M | Sell |
278,844
-6,095
| -2% | -$608K | 0.81% | 15 |
|
|
2024
Q2 | $28.1M | Buy |
284,939
+116,891
| +70% | +$11.3M | 0.85% | 15 |
|
|
2024
Q1 | $16.5M | Buy |
168,048
+14,152
| +9% | +$1.39M | 0.53% | 24 |
|
|
2023
Q4 | $15.3M | Sell |
153,896
-13,973
| -8% | -$1.33M | 0.53% | 23 |
|
|
2023
Q3 | $15.8M | Sell |
167,869
-103,770
| -38% | -$9.99M | 0.62% | 23 |
|
|
2023
Q2 | $26.6M | Buy |
271,639
+105,031
| +63% | +$10.4M | 1.01% | 11 |
|
|
2023
Q1 | $16.6M | Sell |
166,608
-138,676
| -45% | -$13.7M | 0.68% | 18 |
|
|
2022
Q4 | $29.6M | Buy |
305,284
+42,694
| +16% | +$4.13M | 1.32% | 8 |
|
|
2022
Q3 | $25.3M | Buy |
262,590
+100,797
| +62% | +$10.2M | 1.3% | 9 |
|
|
2022
Q2 | $16.5M | Sell |
161,793
-18,625
| -10% | -$1.91M | 1.09% | 7 |
|
|
2022
Q1 | $19.3M | Buy |
180,418
+33,146
| +23% | +$3.65M | 1.08% | 8 |
|
|
2021
Q4 | $16.8M | Sell |
147,272
-37,878
| -20% | -$4.33M | 0.89% | 10 |
|
|
2021
Q3 | $21.3M | Sell |
185,150
-47,118
| -20% | -$5.46M | 1.26% | 6 |
|
|
2021
Q2 | $26.8M | Sell |
232,268
-12,923
| -5% | -$1.48M | 1.59% | 4 |
|
|
2021
Q1 | $27.9M | Buy |
245,191
+5,534
| +2% | +$641K | 1.91% | 4 |
|
|
2020
Q4 | $28.3M | Buy |
239,657
+18,230
| +8% | +$2.15M | 2.11% | 4 |
|
|
2020
Q3 | $26.1M | Buy |
221,427
+17,065
| +8% | +$2.02M | 2.27% | 5 |
|
|
2020
Q2 | $24.2M | Buy |
204,362
+109,009
| +114% | +$12.8M | 2.38% | 4 |
|
|
2020
Q1 | $11M | Sell |
95,353
-18,867
| -17% | -$2.15M | 1.49% | 8 |
|
|
2019
Q4 | $12.8M | Buy |
114,220
+78,669
| +221% | +$8.87M | 1.37% | 7 |
|
|
2019
Q3 | $4.02M | Sell |
35,551
-844
| -2% | -$94.9K | 0.53% | 39 |
|
|
2019
Q2 | $4.05M | Buy |
36,395
+9,633
| +36% | +$1.05M | 0.53% | 32 |
|
|
2019
Q1 | $2.92M | Buy |
26,762
+13,735
| +105% | +$1.47M | 0.43% | 47 |
|
|
2018
Q4 | $1.39M | Sell |
13,027
-2,802
| -18% | -$294K | 0.27% | 88 |
|
|
2018
Q3 | $1.67M | Buy |
15,829
+3,529
| +29% | +$374K | 0.25% | 97 |
|
|
2018
Q2 | $1.31M | Sell |
12,300
-297
| -2% | -$31.5K | 0.3% | 103 |
|
|
2018
Q1 | $1.35M | Sell |
12,597
-15,748
| -56% | -$1.69M | 0.34% | 89 |
|
|
2017
Q4 | $3.1M | Buy |
+28,345
| New | +$3.1M | 1.17% | 9 |
|
Other funds holding AGG
