Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.36M | Sell |
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|
2017
Q2 | $2.48M | Sell |
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2017
Q1 | $3.12M | Sell |
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|
2016
Q4 | $5.09M | Sell |
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|
2016
Q3 | $6.41M | Buy |
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|
2016
Q2 | $3.52M | Buy |
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|
2016
Q1 | $2.59M | Buy |
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|
2015
Q4 | $1.96M | Buy |
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|
2015
Q3 | $1.9M | Sell |
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|
2015
Q2 | $2.08M | Buy |
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|
2015
Q1 | $861K | Buy |
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|
2014
Q4 | $758K | Buy |
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|
2014
Q3 | $491K | Sell |
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|
2014
Q2 | $506K | Buy |
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|
2014
Q1 | $296K | Sell |
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|
2013
Q4 | $346K | Sell |
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|
2013
Q3 | $384K | Sell |
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|
2013
Q2 | $528K | Buy |
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