Emerson Wealth’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 | $1.9M | Buy |
122,057
+1,737
| +1% | +$27K | 1.24% | 9 |
|
|
2022
Q1 | $1.96M | Buy |
120,320
+3,475
| +3% | +$56.5K | 1.08% | 9 |
|
|
2021
Q4 | $2.04M | Sell |
116,845
-5,915
| -5% | -$103K | 1.06% | 8 |
|
|
2021
Q3 | $2.22M | Buy |
122,760
+5,518
| +5% | +$99.6K | 1.24% | 8 |
|
|
2021
Q2 | $2.13M | Buy |
117,242
+333
| +0.3% | +$6.04K | 1.17% | 8 |
|
|
2021
Q1 | $2.21M | Buy |
116,909
+1,317
| +1% | +$24.9K | 1.31% | 8 |
|
|
2020
Q4 | $2.36M | Buy |
115,592
+24,288
| +27% | +$496K | 1.39% | 9 |
|
|
2020
Q3 | $1.95M | Buy |
91,304
+417
| +0.5% | +$8.89K | 1.31% | 9 |
|
|
2020
Q2 | $1.95M | Buy |
90,887
+1,243
| +1% | +$26.6K | 1.37% | 9 |
|
|
2020
Q1 | $1.87M | Buy |
89,644
+762
| +0.9% | +$15.9K | 1.66% | 9 |
|
|
2019
Q4 | $1.79M | Buy |
88,882
+2,978
| +3% | +$59.8K | 1.2% | 9 |
|
|
2019
Q3 | $1.74M | Buy |
85,904
+2,795
| +3% | +$56.5K | 1.28% | 9 |
|
|
2019
Q2 | $1.66M | Buy |
83,109
+79,112
| +1,979% | +$1.58M | 1.22% | 9 |
|
|
2019
Q1 | $436K | Sell |
3,997
-1,188
| -23% | -$130K | 0.33% | 16 |
|
|
2018
Q4 | $552K | Buy |
+5,185
| New | +$552K | 0.53% | 16 |
|