Goodwin Investment Advisory’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 |
-28
| Closed | -$2.78K | – | 48 |
|
|
2023
Q4 | $2.78K | Hold |
28
| – | – | ﹤0.01% | 66 |
|
|
2023
Q3 | $2.63K | Sell |
28
-133
| -83% | -$12.5K | ﹤0.01% | 79 |
|
|
2023
Q2 | $15.8K | Buy |
161
+133
| +475% | +$13K | 0.01% | 72 |
|
|
2023
Q1 | $2.79K | Hold |
28
| – | – | ﹤0.01% | 77 |
|
|
2022
Q4 | $2.72K | Hold |
28
| – | – | ﹤0.01% | 190 |
|
|
2022
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 182 |
|
|
2022
Q2 | $2.85K | Buy |
+28
| New | +$2.85K | ﹤0.01% | 141 |
|
|
2021
Q3 | – | Sell |
-856
| Closed | -$99K | – | 143 |
|
|
2021
Q2 | $99K | Hold |
856
| – | – | 0.11% | 42 |
|
|
2021
Q1 | $97K | Hold |
856
| – | – | 0.11% | 37 |
|
|
2020
Q4 | $101K | Buy |
+856
| New | +$101K | 0.12% | 33 |
|