Aaron Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,500
| Closed | -$762K | – | 222 |
|
|
2022
Q2 | $762K | Sell |
7,500
-1,187,950
| -99% | -$121M | 0.19% | 71 |
|
|
2022
Q1 | $11.2M | Buy |
1,195,450
+1,156,226
| +2,948% | +$10.8M | 0.15% | 68 |
|
|
2021
Q4 | $4.47M | Sell |
39,224
-1,738
| -4% | -$198K | 1.25% | 19 |
|
|
2021
Q3 | $4.7M | Buy |
40,962
+8,231
| +25% | +$945K | 1.33% | 19 |
|
|
2021
Q2 | $4.67M | Buy |
32,731
+2,410
| +8% | +$344K | 1.54% | 16 |
|
|
2021
Q1 | $3.45M | Sell |
30,321
-37,303
| -55% | -$4.25M | 1.27% | 20 |
|
|
2020
Q4 | $7.99M | Buy |
+67,624
| New | +$7.99M | 2.93% | 11 |
|