IMA Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,000
Closed -$50K 347
2018
Q3
$50K Hold
2,000
0.02% 160
2018
Q2
$51K Buy
+2,000
New +$51K 0.02% 163
2017
Q1
Sell
-42,188
Closed -$1.09M 144
2016
Q4
$1.09M Buy
+42,188
New +$1.09M 0.67% 51