Benedetti & Gucer’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 | $1.21M | Buy |
12,379
+2,414
| +24% | +$236K | 0.6% | 33 |
|
|
2023
Q4 | $989K | Buy |
9,965
+31
| +0.3% | +$3.08K | 0.52% | 35 |
|
|
2023
Q3 | $934K | Sell |
9,934
-19,257
| -66% | -$1.81M | 0.51% | 38 |
|
|
2023
Q2 | $2.86M | Buy |
29,191
+13,822
| +90% | +$1.35M | 1.47% | 13 |
|
|
2023
Q1 | $1.53M | Buy |
15,369
+7,854
| +105% | +$782K | 0.88% | 22 |
|
|
2022
Q4 | $729K | Buy |
7,515
+771
| +11% | +$74.8K | 0.53% | 35 |
|
|
2022
Q3 | $650K | Sell |
6,744
-29,456
| -81% | -$2.84M | 0.51% | 40 |
|
|
2022
Q2 | $3.68M | Buy |
36,200
+30,556
| +541% | +$3.11M | 2.49% | 8 |
|
|
2022
Q1 | $604K | Buy |
5,644
+837
| +17% | +$89.6K | 0.4% | 41 |
|
|
2021
Q4 | $548K | Buy |
+4,807
| New | +$548K | 0.37% | 37 |
|