American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $290K | Hold |
2,568
| – | – | 0.08% | 69 |
|
|
2019
Q2 | $286K | Sell |
2,568
-75
| -3% | -$8.35K | 0.09% | 71 |
|
|
2019
Q1 | $288K | Hold |
2,643
| – | – | 0.09% | 68 |
|
|
2018
Q4 | $281K | Buy |
+2,643
| New | +$281K | 0.09% | 60 |
|
|
2016
Q1 | – | Sell |
-5,631
| Closed | -$608K | – | 57 |
|
|
2015
Q4 | $608K | Buy |
+5,631
| New | +$608K | 0.24% | 25 |
|
|
2015
Q3 | – | Sell |
-13,903
| Closed | -$1.51M | – | 42 |
|
|
2015
Q2 | $1.51M | Buy |
+13,903
| New | +$1.51M | 0.62% | 10 |
|
|
2015
Q1 | – | Sell |
-2,805
| Closed | -$309K | – | 44 |
|
|
2014
Q4 | $309K | Buy |
+2,805
| New | +$309K | 0.12% | 30 |
|
|
2014
Q1 | – | Sell |
-56,075
| Closed | -$5.97M | – | 25 |
|
|
2013
Q4 | $5.97M | Buy |
+56,075
| New | +$5.97M | 2.17% | 8 |
|