IFS 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
Q3 | – | Sell |
-48
| Closed | -$4K | – | 103 |
|
|
2022
Q2 | $4K | Sell |
48
-98
| -67% | -$8.17K | 0.01% | 66 |
|
|
2022
Q1 | $15K | Sell |
146
-3,277
| -96% | -$337K | 0.01% | 45 |
|
|
2021
Q4 | $390K | Sell |
3,423
-230
| -6% | -$26.2K | 0.27% | 21 |
|
|
2021
Q3 | $419K | Sell |
3,653
-4,054
| -53% | -$465K | 0.27% | 22 |
|
|
2021
Q2 | $888K | Sell |
7,707
-59
| -0.8% | -$6.8K | 0.6% | 18 |
|
|
2021
Q1 | $884K | Buy |
7,766
+7,743
| +33,665% | +$881K | 0.69% | 16 |
|
|
2020
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 146 |
|