Asset Planning Services (Pennsylvania)’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
Q4 | – | Sell |
-3
| Closed | – | – | 80 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 267 |
|
|
2016
Q1 | – | Sell |
-2,750
| Closed | -$297K | – | 261 |
|
|
2015
Q4 | $297K | Hold |
2,750
| – | – | 0.29% | 46 |
|
|
2015
Q3 | $301K | Buy |
2,750
+1,108
| +67% | +$121K | 0.3% | 46 |
|
|
2015
Q2 | $179K | Buy |
+1,642
| New | +$179K | 0.17% | 53 |
|