GenWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,275
| Closed | -$387K | – | 67 |
|
|
2020
Q4 | $387K | Sell |
3,275
-1,169
| -26% | -$138K | 0.13% | 52 |
|
|
2020
Q3 | $522K | Sell |
4,444
-725
| -14% | -$85.2K | 0.19% | 40 |
|
|
2020
Q2 | $610K | Sell |
5,169
-362
| -7% | -$42.7K | 0.24% | 38 |
|
|
2020
Q1 | $638K | Sell |
5,531
-599
| -10% | -$69.1K | 0.28% | 26 |
|
|
2019
Q4 | $688K | Sell |
6,130
-1,922
| -24% | -$216K | 0.27% | 40 |
|
|
2019
Q3 | $911K | Sell |
8,052
-3,183
| -28% | -$360K | 0.38% | 29 |
|
|
2019
Q2 | $1.25M | Sell |
11,235
-3,860
| -26% | -$430K | 0.53% | 27 |
|
|
2019
Q1 | $1.63M | Sell |
15,095
-10,124
| -40% | -$1.1M | 0.74% | 25 |
|
|
2018
Q4 | $2.69M | Buy |
25,219
+32
| +0.1% | +$3.41K | 1.34% | 18 |
|
|
2018
Q3 | $2.65M | Sell |
25,187
-592
| -2% | -$62.4K | 1.22% | 21 |
|
|
2018
Q2 | $2.74M | Sell |
25,779
-3,319
| -11% | -$352K | 1.34% | 19 |
|
|
2018
Q1 | $3.12M | Sell |
29,098
-688
| -2% | -$73.8K | 1.6% | 14 |
|
|
2017
Q4 | $3.22M | Sell |
29,786
-1,553
| -5% | -$168K | 1.62% | 17 |
|
|
2017
Q3 | $3.43M | Buy |
+31,339
| New | +$3.43M | 2.06% | 15 |
|