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Doliver Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-15,924
Closed -$1.83M 154
2021
Q3
$1.83M Buy
+15,924
New +$1.83M 0.61% 24
2020
Q4
Sell
-7,179
Closed -$848K 133
2020
Q3
$848K Sell
7,179
-5,946
-45% -$702K 0.43% 47
2020
Q2
$1.55M Buy
13,125
+391
+3% +$46.2K 0.69% 27
2020
Q1
$1.49M Buy
+12,734
New +$1.49M 0.74% 27
2019
Q1
Sell
-4,514
Closed -$481K 133
2018
Q4
$481K Buy
+4,514
New +$481K 0.24% 59