Ackerman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,384
| Closed | -$2.07M | – | 101 |
|
|
2022
Q4 | $2.07M | Hold |
21,384
| – | – | 0.56% | 29 |
|
|
2022
Q3 | $2.06M | Hold |
21,384
| – | – | 0.59% | 26 |
|
|
2022
Q2 | $2.17M | Sell |
21,384
-812
| -4% | -$82.6K | 0.59% | 28 |
|
|
2022
Q1 | $2.38M | Buy |
22,196
+2,977
| +15% | +$319K | 0.56% | 29 |
|
|
2021
Q4 | $2.19M | Buy |
19,219
+5,951
| +45% | +$679K | 0.5% | 34 |
|
|
2021
Q3 | $1.52M | Buy |
+13,268
| New | +$1.52M | 0.35% | 35 |
|