Argent Wealth Management’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
2020
Q2
$5.99M Sell
50,663
-249
-0.5% -$29.5K 1% 26
2020
Q1
$5.88M Sell
50,912
-14,965
-23% -$1.73M 1.2% 23
2019
Q4
$7.4M Buy
+65,877
New +$7.4M 1.24% 22