HYA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.56M | Sell |
25,194
-1,479
| -6% | -$150K | 1% | 29 |
|
|
2022
Q1 | $2.86M | Sell |
26,673
-4,990
| -16% | -$534K | 0.99% | 28 |
|
|
2021
Q4 | $3.61M | Sell |
31,663
-2,972
| -9% | -$339K | 1.29% | 24 |
|
|
2021
Q3 | $3.95M | Sell |
34,635
-3,189
| -8% | -$363K | 1.59% | 20 |
|
|
2021
Q2 | $4.36M | Buy |
37,824
+44
| +0.1% | +$5.07K | 1.83% | 14 |
|
|
2021
Q1 | $4.3M | Buy |
37,780
+1,904
| +5% | +$217K | 2.03% | 14 |
|
|
2020
Q4 | $4.24M | Buy |
35,876
+4,103
| +13% | +$485K | 2.25% | 13 |
|
|
2020
Q3 | $3.75M | Buy |
31,773
+14,441
| +83% | +$1.7M | 2.26% | 12 |
|
|
2020
Q2 | $2.05M | Buy |
17,332
+7,563
| +77% | +$894K | 1.35% | 20 |
|
|
2020
Q1 | $1.13M | Buy |
9,769
+4,493
| +85% | +$518K | 0.93% | 25 |
|
|
2019
Q4 | $593K | Buy |
+5,276
| New | +$593K | 0.38% | 53 |
|