Independence Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $8.32M | Buy |
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|
2019
Q4 | $7.72M | Buy |
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|
2019
Q3 | $5.94M | Sell |
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|
2019
Q2 | $6.11M | Buy |
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|
2019
Q1 | $5.71M | Sell |
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|
2018
Q4 | $6.03M | Buy |
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|
2018
Q3 | $5.95M | Buy |
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|
2018
Q2 | $5.68M | Buy |
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|
2018
Q1 | $5.17M | Sell |
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|
2017
Q4 | $5.35M | Buy |
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