Bingham Osborn & Scarborough’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bingham Osborn & Scarborough’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,762	Closed	-$317K	–	9
2021 Q3	$317K	Hold	2,762	–	–	0.02%	123
2021 Q2	$319K	Hold	2,762	–	–	0.02%	123
2021 Q1	$314K	Hold	2,762	–	–	0.02%	116
2020 Q4	$326K	Sell	2,762 -830	-23%	-$98K	0.03%	106
2020 Q3	$424K	Hold	3,592	–	–	0.03%	102
2020 Q2	$425K	Sell	3,592 -1,553	-30%	-$184K	0.03%	98
2020 Q1	$594K	Buy	5,145 +1,653	+47%	+$191K	0.06%	81
2019 Q4	$392K	Sell	3,492 -789	-18%	-$88.6K	0.03%	107
2019 Q3	$484K	Buy	4,281 +792	+23%	+$89.5K	0.04%	93
2019 Q2	$389K	Sell	3,489 -182	-5%	-$20.3K	0.03%	100
2019 Q1	$400K	Buy	3,671 +596	+19%	+$64.9K	0.04%	99
2018 Q4	$328K	Buy	3,075 +1	+0%	+$107	0.03%	100
2018 Q3	$324K	Buy	3,074 +2	+0.1%	+$211	0.03%	107
2018 Q2	$327K	Sell	3,072 -149	-5%	-$15.9K	0.03%	103
2018 Q1	$345K	Buy	3,221 +378	+13%	+$40.5K	0.03%	99
2017 Q4	$311K	Sell	2,843 -969	-25%	-$106K	0.03%	106
2017 Q3	$418K	Hold	3,812	–	–	0.04%	80
2017 Q2	$417K	Hold	3,812	–	–	0.04%	77
2017 Q1	$414K	Sell	3,812 -223	-6%	-$24.2K	0.04%	76
2016 Q4	$436K	Buy	4,035 +1,823	+82%	+$197K	0.05%	73
2016 Q3	$249K	Sell	2,212 -732	-25%	-$82.4K	0.03%	102
2016 Q2	$332K	Sell	2,944 -57	-2%	-$6.43K	0.04%	87
2016 Q1	$333K	Buy	3,001 +2	+0.1%	+$222	0.04%	87
2015 Q4	$324K	Buy	2,999 +7	+0.2%	+$756	0.04%	86
2015 Q3	$328K	Buy	2,992 +299	+11%	+$32.8K	0.04%	82
2015 Q2	$293K	Sell	2,693 -775	-22%	-$84.3K	0.04%	89
2015 Q1	$386K	Sell	3,468 -126	-4%	-$14K	0.05%	80
2014 Q4	$396K	Buy	3,594 +572	+19%	+$63K	0.05%	83
2014 Q3	$330K	Buy	3,022 +694	+30%	+$75.8K	0.04%	84
2014 Q2	$255K	Sell	2,328 -32,557	-93%	-$3.57M	0.03%	91
2014 Q1	$3.76M	Buy	34,885 +30,645	+723%	+$3.31M	0.53%	17
2013 Q4	$451K	Buy	4,240 +142	+3%	+$15.1K	0.07%	62
2013 Q3	$439K	Buy	4,098 +767	+23%	+$82.2K	0.07%	56
2013 Q2	$357K	Buy	+3,331	New	+$357K	0.06%	56