ARIS
Advanced Research Investment Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,287
| Closed | -$245K | – | 137 |
|
|
2022
Q1 | $245K | Buy |
2,287
+845
| +59% | +$90.5K | 0.1% | 34 |
|
|
2021
Q4 | $164K | Buy |
1,442
+1,125
| +355% | +$128K | 0.06% | 57 |
|
|
2021
Q3 | $36.4K | Hold |
317
| – | – | 0.02% | 85 |
|
|
2021
Q2 | $37K | Hold |
317
| – | – | 0.03% | 31 |
|
|
2021
Q1 | $36K | Hold |
317
| – | – | 0.04% | 25 |
|
|
2020
Q4 | $37K | Buy |
+317
| New | +$37K | 0.06% | 23 |
|