Cape Ann Savings Bank’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $211K | Hold |
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|
2021
Q4 | $225K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $245K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $216K | Sell |
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|
2014
Q1 | $332K | Sell |
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|
2013
Q4 | $379K | Buy |
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