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First Ascent Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Ascent Asset Management’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,961
Closed -$705K – 28
2020
Q2 		$705K Sell
5,961
-15,993
-73% -$1.89M 0.5% 21
2020
Q1 		$2.53M Sell
21,954
-469
-2% -$54.1K 1.74% 11
2019
Q4 		$2.52M Buy
+22,423
New +$2.52M 1.55% 11