AAM
Aureus Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,000
| Closed | -$2.03M | – | 167 |
|
|
2022
Q2 | $2.03M | Buy |
+20,000
| New | +$2.03M | 0.16% | 69 |
|
|
2015
Q4 | – | Sell |
-6,050
| Closed | -$663K | – | 148 |
|
|
2015
Q3 | $663K | Sell |
6,050
-3,019
| -33% | -$331K | 0.16% | 64 |
|
|
2015
Q2 | $987K | Sell |
9,069
-6,200
| -41% | -$675K | 0.21% | 61 |
|
|
2015
Q1 | $1.7M | Buy |
+15,269
| New | +$1.7M | 0.39% | 54 |
|