Aurora Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,393
| Closed | -$436K | – | 155 |
|
|
2023
Q4 | $436K | Buy |
+4,393
| New | +$436K | 0.41% | 63 |
|
|
2021
Q2 | – | Sell |
-5,440
| Closed | -$619K | – | 204 |
|
|
2021
Q1 | $619K | Sell |
5,440
-2,212
| -29% | -$252K | 0.26% | 81 |
|
|
2020
Q4 | $904K | Buy |
7,652
+1,369
| +22% | +$162K | 0.38% | 60 |
|
|
2020
Q3 | $742K | Sell |
6,283
-546
| -8% | -$64.5K | 0.32% | 62 |
|
|
2020
Q2 | $807K | Sell |
6,829
-14,431
| -68% | -$1.71M | 0.37% | 54 |
|
|
2020
Q1 | $2.45M | Buy |
21,260
+6,595
| +45% | +$761K | 0.86% | 21 |
|
|
2019
Q4 | $1.65M | Buy |
+14,665
| New | +$1.65M | 0.58% | 31 |
|