Fort Pitt Capital Group’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
Q1 | – | Sell |
-2,458
| Closed | -$244K | – | 122 |
|
|
2023
Q4 | $244K | Buy |
+2,458
| New | +$244K | 0.01% | 121 |
|
|
2023
Q1 | – | Sell |
-9,471
| Closed | -$919K | – | 122 |
|
|
2022
Q4 | $919K | Sell |
9,471
-2,513
| -21% | -$244K | 0.04% | 87 |
|
|
2022
Q3 | $1.16M | Buy |
+11,984
| New | +$1.16M | 0.05% | 73 |
|
|
2021
Q1 | – | Sell |
-1,782
| Closed | -$211K | – | 141 |
|
|
2020
Q4 | $211K | Buy |
+1,782
| New | +$211K | 0.01% | 123 |
|
|
2020
Q1 | – | Sell |
-2,388
| Closed | -$268K | – | 170 |
|
|
2019
Q4 | $268K | Buy |
+2,388
| New | +$268K | 0.02% | 139 |
|