Bruderman Asset Management’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
Q1
Sell
-715
Closed -$76K 632
2018
Q4
$76K Buy
715
+155
+28% +$16.5K 0.02% 208
2018
Q3
$59K Buy
+560
New +$59K 0.01% 179
2016
Q4
Sell
-300
Closed -$34K 364
2016
Q3
$34K Buy
+300
New +$34K 0.01% 244