Epstein & White Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $407K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $587K | Buy |
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|
2019
Q1 | $457K | Sell |
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|
2018
Q4 | $509K | Sell |
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|
2018
Q3 | $577K | Sell |
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|
2018
Q2 | $904K | Sell |
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|
2018
Q1 | $2.13M | Sell |
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|
2017
Q4 | $16.8M | Buy |
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