Congress Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-4,525
Closed -$498K 227
2014
Q4
$498K Hold
4,525
0.01% 199
2014
Q3
$494K Hold
4,525
0.01% 198
2014
Q2
$495K Hold
4,525
0.01% 203
2014
Q1
$488K Buy
+4,525
New +$488K 0.01% 207