ACG Wealth’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
2022
Q3
Sell
-18
Closed -$2K 259
2022
Q2
$2K Buy
+18
New +$1.85K ﹤0.01% 806
2016
Q2
Sell
-2,147
Closed -$238K 234
2016
Q1
$238K Buy
2,147
+147
+7% +$16.1K 0.05% 194
2015
Q4
$216K Sell
2,000
-250
-11% -$27.2K 0.05% 193
2015
Q3
$247K Hold
2,250
0.07% 171
2015
Q2
$245K Sell
2,250
-203
-8% -$22.3K 0.06% 184
2015
Q1
$273K Buy
2,453
+1
+0% +$111 0.07% 176
2014
Q4
$270K Buy
2,452
+1
+0% +$110 0.07% 171
2014
Q3
$267K Sell
2,451
-2,248
-48% -$245K 0.08% 162
2014
Q2
$514K Buy
4,699
+2,501
+114% +$272K 0.1% 128
2014
Q1
$237K Sell
2,198
-49
-2% -$5.27K 0.07% 163
2013
Q4
$239K Buy
+2,247
New +$241K 0.06% 159

Other funds holding AGG