AMR
Asset Management Resources’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $648K | Sell |
6,524
-3,513
| -35% | -$349K | 0.37% | 22 |
|
|
2023
Q3 | $944K | Buy |
10,037
+1,558
| +18% | +$147K | 0.59% | 19 |
|
|
2023
Q2 | $831K | Buy |
8,479
+39
| +0.5% | +$3.82K | 0.5% | 18 |
|
|
2023
Q1 | $841K | Sell |
8,440
-444
| -5% | -$44.2K | 0.54% | 19 |
|
|
2022
Q4 | $862K | Buy |
8,884
+2,519
| +40% | +$244K | 0.59% | 17 |
|
|
2022
Q3 | $613K | Sell |
6,365
-524
| -8% | -$50.5K | 0.6% | 20 |
|
|
2022
Q2 | $700K | Sell |
6,889
-6,449
| -48% | -$655K | 0.59% | 18 |
|
|
2022
Q1 | $1.43M | Sell |
13,338
-5,724
| -30% | -$613K | 1.15% | 12 |
|
|
2021
Q4 | $2.18M | Buy |
+19,062
| New | +$2.18M | 1.9% | 12 |
|