CRWM
Castle Rock Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,388
| Closed | -$2.27M | – | 243 |
|
|
2020
Q4 | $2.27M | Buy |
19,388
+946
| +5% | +$111K | 0.95% | 23 |
|
|
2020
Q3 | $2.17M | Buy |
18,442
+4,648
| +34% | +$546K | 1.42% | 15 |
|
|
2020
Q2 | $1.65M | Buy |
13,794
+1,137
| +9% | +$136K | 0.97% | 21 |
|
|
2020
Q1 | $1.48M | Buy |
+12,657
| New | +$1.48M | 1.28% | 13 |
|