Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,158
| Closed | -$231K | – | 63 |
|
|
2022
Q1 | $231K | Sell |
2,158
-904
| -30% | -$96.8K | 0.21% | 58 |
|
|
2021
Q4 | $349K | Buy |
3,062
+1,257
| +70% | +$143K | 0.3% | 55 |
|
|
2021
Q3 | $207K | Hold |
1,805
| – | – | 0.2% | 58 |
|
|
2021
Q2 | $208K | Hold |
1,805
| – | – | 0.2% | 58 |
|
|
2021
Q1 | $205K | Hold |
1,805
| – | – | 0.22% | 56 |
|
|
2020
Q4 | $213K | Hold |
1,805
| – | – | 0.18% | 48 |
|
|
2020
Q3 | $213K | Hold |
1,805
| – | – | 0.2% | 52 |
|
|
2020
Q2 | $213K | Hold |
1,805
| – | – | 0.22% | 49 |
|
|
2020
Q1 | $208K | Sell |
1,805
-2,260
| -56% | -$260K | 0.25% | 41 |
|
|
2019
Q4 | $457K | Buy |
+4,065
| New | +$457K | 0.46% | 39 |
|