Investment Partners’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
Q4 | – | Sell |
-4,179
| Closed | -$403K | – | 144 |
|
|
2022
Q3 | $403K | Buy |
+4,179
| New | +$403K | 0.12% | 161 |
|
|
2017
Q3 | – | Sell |
-2,439
| Closed | -$267K | – | 122 |
|
|
2017
Q2 | $267K | Buy |
+2,439
| New | +$267K | 0.24% | 95 |
|
|
2015
Q2 | – | Sell |
-740
| Closed | -$82K | – | 95 |
|
|
2015
Q1 | $82K | Buy |
+740
| New | +$82K | 0.09% | 108 |
|