Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,205
| Closed | -$346K | – | 41 |
|
|
2016
Q4 | $346K | Hold |
3,205
| – | – | 0.15% | 28 |
|
|
2016
Q3 | $360K | Buy |
3,205
+400
| +14% | +$44.9K | 0.16% | 25 |
|
|
2016
Q2 | $316K | Hold |
2,805
| – | – | 0.15% | 27 |
|
|
2016
Q1 | $311K | Hold |
2,805
| – | – | 0.14% | 27 |
|
|
2015
Q4 | $303K | Hold |
2,805
| – | – | 0.13% | 26 |
|
|
2015
Q3 | $307K | Hold |
2,805
| – | – | 0.14% | 26 |
|
|
2015
Q2 | $305K | Hold |
2,805
| – | – | 0.13% | 27 |
|
|
2015
Q1 | $313K | Hold |
2,805
| – | – | 0.13% | 26 |
|
|
2014
Q4 | $309K | Buy |
+2,805
| New | +$309K | 0.13% | 26 |
|
|
2013
Q4 | – | Sell |
-2,104
| Closed | -$226K | – | 31 |
|
|
2013
Q3 | $226K | Sell |
2,104
-2,450
| -54% | -$263K | 0.09% | 30 |
|
|
2013
Q2 | $488K | Buy |
+4,554
| New | +$488K | 0.18% | 25 |
|