CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.45M | Buy |
41,020
+1,562
| +4% | +$169K | 2.74% | 2 |
|
|
2016
Q4 | $4.26M | Buy |
39,458
+6,062
| +18% | +$655K | 2.7% | 3 |
|
|
2016
Q3 | $3.75M | Buy |
33,396
+5,187
| +18% | +$583K | 2.3% | 5 |
|
|
2016
Q2 | $3.18M | Buy |
28,209
+1,910
| +7% | +$215K | 1.96% | 7 |
|
|
2016
Q1 | $2.91M | Buy |
26,299
+1,183
| +5% | +$131K | 1.64% | 11 |
|
|
2015
Q4 | $2.71M | Buy |
25,116
+107
| +0.4% | +$11.6K | 1.56% | 13 |
|
|
2015
Q3 | $2.74M | Buy |
25,009
+2,416
| +11% | +$265K | 1.72% | 8 |
|
|
2015
Q2 | $2.46M | Buy |
22,593
+1,259
| +6% | +$137K | 1.4% | 15 |
|
|
2015
Q1 | $2.38M | Buy |
21,334
+202
| +1% | +$22.5K | 1.32% | 18 |
|
|
2014
Q4 | $2.33M | Buy |
+21,132
| New | +$2.33M | 1.76% | 12 |
|
|
2014
Q1 | $2.38M | Buy |
+21,334
| New | +$2.38M | 1.32% | 18 |
|