Demars Financial Group’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 |
-2,454
| Closed | -$263K | – | 75 |
|
|
2022
Q1 | $263K | Sell |
2,454
-11,855
| -83% | -$1.27M | 0.13% | 77 |
|
|
2021
Q4 | $1.63M | Sell |
14,309
-601
| -4% | -$68.5K | 0.86% | 35 |
|
|
2021
Q3 | $1.71M | Buy |
14,910
+8,332
| +127% | +$957K | 1.01% | 33 |
|
|
2021
Q2 | $759K | Buy |
6,578
+1,461
| +29% | +$169K | 0.46% | 45 |
|
|
2021
Q1 | $582K | Buy |
5,117
+1,220
| +31% | +$139K | 0.39% | 49 |
|
|
2020
Q4 | $461K | Buy |
3,897
+303
| +8% | +$35.8K | 0.33% | 49 |
|
|
2020
Q3 | $424K | Buy |
3,594
+497
| +16% | +$58.6K | 0.32% | 45 |
|
|
2020
Q2 | $366K | Buy |
3,097
+1,134
| +58% | +$134K | 0.3% | 44 |
|
|
2020
Q1 | $226K | Buy |
+1,963
| New | +$226K | 0.24% | 46 |
|