IWA
IBEX Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,158
| Closed | -$128K | – | 98 |
|
|
2019
Q2 | $128K | Buy |
+1,158
| New | +$128K | 0.04% | 152 |
|
|
2017
Q1 | – | Sell |
-1,497
| Closed | -$162K | – | 85 |
|
|
2016
Q4 | $162K | Sell |
1,497
-5,819
| -80% | -$630K | 0.08% | 120 |
|
|
2016
Q3 | $823K | Buy |
+7,316
| New | +$823K | 0.45% | 71 |
|