Capital Directions Investment Advisors’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
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $746K | Sell |
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|
2021
Q3 | $771K | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $358K | Sell |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $421K | Sell |
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|
2019
Q2 | $458K | Sell |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $680K | Buy |
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|
2018
Q3 | $601K | Sell |
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|
2018
Q2 | $2.05M | Buy |
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|
2018
Q1 | $1.64M | Sell |
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|
2017
Q4 | $1.87M | Buy |
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|
2017
Q3 | $1.85M | Sell |
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|
2017
Q2 | $1.92M | Sell |
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|
2017
Q1 | $1.92M | Hold |
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|
2016
Q4 | $1.91M | Buy |
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|
2016
Q3 | $1.87M | Sell |
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|
2016
Q2 | $2.42M | Buy |
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|
2016
Q1 | $1.59M | Hold |
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|
2015
Q4 | $1.55M | Buy |
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|
2015
Q3 | $1.36M | Sell |
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|
2015
Q2 | $3.08M | Sell |
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|
2015
Q1 | $3.11M | Sell |
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|
2014
Q4 | $3.24M | Buy |
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|
2014
Q3 | $216K | Sell |
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|
2014
Q2 | $309K | Buy |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $325K | Sell |
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|
2013
Q3 | $506K | Sell |
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|
2013
Q2 | $719K | Buy |
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