Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $670K | Sell |
6,243
-54,502
| -90% | -$5.85M | 0.43% | 72 |
|
|
2017
Q4 | $6.64M | Buy |
60,745
+22,271
| +58% | +$2.43M | 4.11% | 3 |
|
|
2017
Q3 | $4.22M | Buy |
38,474
+443
| +1% | +$48.5K | 2.79% | 6 |
|
|
2017
Q2 | $4.16M | Buy |
38,031
+3,018
| +9% | +$330K | 2.84% | 7 |
|
|
2017
Q1 | $3.8M | Buy |
35,013
+1,665
| +5% | +$181K | 2.76% | 6 |
|
|
2016
Q4 | $3.6M | Sell |
33,348
-25,819
| -44% | -$2.79M | 3.02% | 6 |
|
|
2016
Q3 | $6.65M | Buy |
59,167
+5,080
| +9% | +$571K | 5.05% | 2 |
|
|
2016
Q2 | $6.09M | Buy |
54,087
+3,395
| +7% | +$382K | 5.03% | 1 |
|
|
2016
Q1 | $5.62M | Sell |
50,692
-11,425
| -18% | -$1.27M | 5.25% | 1 |
|
|
2015
Q4 | $6.71M | Buy |
+62,117
| New | +$6.71M | 6.4% | 1 |
|