Clifford Swan Investment Counsel’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
Q1 | – | Sell |
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|
2021
Q4 | $6.89M | Buy |
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|
2021
Q3 | $4.5M | Buy |
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $424K | Buy |
|
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|
2020
Q3 | $281K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $257K | Sell |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $262K | Buy |
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|
2016
Q3 | $264K | Hold |
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|
2016
Q2 | $265K | Hold |
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|
2016
Q1 | $260K | Buy |
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