Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,610
| Closed | -$282K | – | 747 |
|
|
2015
Q4 | $282K | Hold |
2,610
| – | – | 0.08% | 288 |
|
|
2015
Q3 | $286K | Hold |
2,610
| – | – | 0.06% | 306 |
|
|
2015
Q2 | $284K | Hold |
2,610
| – | – | 0.06% | 317 |
|
|
2015
Q1 | $291K | Hold |
2,610
| – | – | 0.06% | 302 |
|
|
2014
Q4 | $287K | Hold |
2,610
| – | – | 0.06% | 316 |
|
|
2014
Q3 | $285K | Hold |
2,610
| – | – | 0.08% | 405 |
|
|
2014
Q2 | $286K | Hold |
2,610
| – | – | 0.08% | 381 |
|
|
2014
Q1 | $281K | Buy |
+2,610
| New | +$281K | 0.09% | 375 |
|