CFCI
Comprehensive Financial Consultants Institutional’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,004
| Closed | -$486K | – | 167 |
|
|
2024
Q2 | $486K | Sell |
5,004
-49
| -1% | -$4.76K | 0.19% | 121 |
|
|
2024
Q1 | $495K | Buy |
5,053
+55
| +1% | +$5.39K | 0.21% | 118 |
|
|
2023
Q4 | $496K | Sell |
4,998
-39
| -0.8% | -$3.87K | 0.23% | 110 |
|
|
2023
Q3 | $474K | Buy |
5,037
+284
| +6% | +$26.7K | 0.25% | 111 |
|
|
2023
Q2 | $466K | Sell |
4,753
-286
| -6% | -$28K | 0.25% | 109 |
|
|
2023
Q1 | $502K | Sell |
5,039
-521
| -9% | -$51.9K | 0.28% | 107 |
|
|
2022
Q4 | $558K | Sell |
5,560
-235
| -4% | -$23.6K | 0.34% | 102 |
|
|
2022
Q3 | $549K | Sell |
5,795
-40
| -0.7% | -$3.79K | 0.36% | 97 |
|
|
2022
Q2 | $594K | Sell |
5,835
-15
| -0.3% | -$1.53K | 0.42% | 90 |
|
|
2022
Q1 | $594K | Sell |
5,850
-132
| -2% | -$13.4K | 0.41% | 93 |
|
|
2021
Q4 | $655K | Buy |
+5,982
| New | +$655K | 0.42% | 84 |
|