Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $275K | Buy |
2,385
+130
| +6% | +$15K | 0.1% | 90 |
|
|
2019
Q4 | $253K | Sell |
2,255
-382
| -14% | -$42.9K | 0.09% | 104 |
|
|
2019
Q3 | $298K | Buy |
2,637
+130
| +5% | +$14.7K | 0.12% | 92 |
|
|
2019
Q2 | $279K | Buy |
2,507
+280
| +13% | +$31.2K | 0.12% | 93 |
|
|
2019
Q1 | $243K | Buy |
2,227
+11
| +0.5% | +$1.2K | 0.12% | 101 |
|
|
2018
Q4 | $236K | Sell |
2,216
-97
| -4% | -$10.3K | 0.13% | 86 |
|
|
2018
Q3 | $244K | Buy |
2,313
+25
| +1% | +$2.64K | 0.19% | 89 |
|
|
2018
Q2 | $243K | Sell |
2,288
-25
| -1% | -$2.66K | 0.22% | 80 |
|
|
2018
Q1 | $248K | Buy |
2,313
+323
| +16% | +$34.6K | 0.24% | 78 |
|
|
2017
Q4 | $218K | Buy |
+1,990
| New | +$218K | 0.24% | 73 |
|