Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,758
| Closed | -$201K | – | 215 |
|
|
2021
Q4 | $201K | Buy |
+1,758
| New | +$201K | 0.04% | 184 |
|
|
2021
Q2 | – | Sell |
-1,869
| Closed | -$213K | – | 197 |
|
|
2021
Q1 | $213K | Hold |
1,869
| – | – | 0.05% | 165 |
|
|
2020
Q4 | $221K | Hold |
1,869
| – | – | 0.06% | 168 |
|
|
2020
Q3 | $220K | Buy |
+1,869
| New | +$220K | 0.06% | 164 |
|