Emerald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,810
| Closed | -$387K | – | 78 |
|
|
2022
Q2 | $387K | Buy |
3,810
+438
| +13% | +$44.5K | 0.11% | 58 |
|
|
2022
Q1 | $361K | Buy |
3,372
+447
| +15% | +$47.9K | 0.08% | 70 |
|
|
2021
Q4 | $334K | Sell |
2,925
-421
| -13% | -$48.1K | 0.08% | 72 |
|
|
2021
Q3 | $384K | Buy |
3,346
+218
| +7% | +$25K | 0.11% | 66 |
|
|
2021
Q2 | $361K | Buy |
+3,128
| New | +$361K | 0.11% | 69 |
|