Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,279
| Closed | -$488K | – | 170 |
|
|
2021
Q4 | $488K | Hold |
4,279
| – | – | 0.13% | 104 |
|
|
2021
Q3 | $491K | Hold |
4,279
| – | – | 0.14% | 105 |
|
|
2021
Q2 | $493K | Hold |
4,279
| – | – | 0.13% | 111 |
|
|
2021
Q1 | $487K | Hold |
4,279
| – | – | 0.15% | 94 |
|
|
2020
Q4 | $506K | Hold |
4,279
| – | – | 0.17% | 86 |
|
|
2020
Q3 | $505K | Hold |
4,279
| – | – | 0.22% | 72 |
|
|
2020
Q2 | $506K | Buy |
+4,279
| New | +$506K | 0.21% | 85 |
|