Gupta Wealth 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
2016
Q1
$581K Buy
5,243
+2,251
+75% +$249K 0.14% 132
2015
Q4
$323K Buy
2,992
+496
+20% +$53.5K 0.08% 182
2015
Q3
$274K Buy
2,496
+1,336
+115% +$147K 0.07% 204
2015
Q2
$126K Buy
1,160
+272
+31% +$29.5K 0.03% 315
2015
Q1
$99K Buy
+888
New +$99K 0.03% 305