Family Capital Management’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 | – | Sell |
-2,090
| Closed | -$205K | – | 68 |
|
|
2024
Q1 | $205K | Sell |
2,090
-12
| -0.6% | -$1.18K | 0.14% | 70 |
|
|
2023
Q4 | $209K | Sell |
2,102
-61
| -3% | -$6.05K | 0.15% | 69 |
|
|
2023
Q3 | $203K | Buy |
2,163
+30
| +1% | +$2.82K | 0.13% | 76 |
|
|
2023
Q2 | $209K | Buy |
2,133
+25
| +1% | +$2.45K | 0.13% | 71 |
|
|
2023
Q1 | $210K | Sell |
2,108
-2,099
| -50% | -$209K | 0.09% | 66 |
|
|
2022
Q4 | $408K | Buy |
+4,207
| New | +$408K | 0.27% | 42 |
|