Ancora Family 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
2016
Q3
$443K Buy
3,942
+1,925
+95% +$216K 0.15% 133
2016
Q2
$227K Hold
2,017
0.09% 170
2016
Q1
$224K Hold
2,017
0.09% 162
2015
Q4
$218K Sell
2,017
-49
-2% -$5.3K 0.09% 166
2015
Q3
$226K Buy
+2,066
New +$226K 0.09% 170