Epic Trust Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $347K | Buy |
3,580
+1
| +0% | +$97 | 0.38% | 72 |
|
|
2024
Q1 | $351K | Sell |
3,579
-454
| -11% | -$44.5K | 0.43% | 62 |
|
|
2023
Q4 | $400K | Sell |
4,033
-2,245
| -36% | -$223K | 0.54% | 46 |
|
|
2023
Q3 | $590K | Buy |
6,278
+644
| +11% | +$60.6K | 0.93% | 28 |
|
|
2023
Q2 | $552K | Sell |
5,634
-51
| -0.9% | -$5K | 0.78% | 33 |
|
|
2023
Q1 | $566K | Buy |
5,685
+3,127
| +122% | +$312K | 0.69% | 38 |
|
|
2022
Q4 | $248K | Buy |
+2,558
| New | +$248K | 0.37% | 80 |
|