Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,794
| Closed | -$322K | – | 178 |
|
|
2021
Q2 | $322K | Sell |
2,794
-91
| -3% | -$10.5K | 0.12% | 135 |
|
|
2021
Q1 | $328K | Sell |
2,885
-24
| -0.8% | -$2.73K | 0.13% | 136 |
|
|
2020
Q4 | $344K | Buy |
+2,909
| New | +$344K | 0.14% | 119 |
|
|
2019
Q4 | – | Sell |
-14,324
| Closed | -$1.62M | – | 94 |
|
|
2019
Q3 | $1.62M | Buy |
+14,324
| New | +$1.62M | 0.82% | 15 |
|