John G. Ullman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $427K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $651K | Sell |
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|
2020
Q2 | $654K | Sell |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.45M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.34M | Buy |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $1.19M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $792K | Buy |
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|
2016
Q2 | $653K | Buy |
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|
2016
Q1 | $627K | Buy |
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|
2015
Q4 | $536K | Buy |
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|
2015
Q3 | $296K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $226K | Buy |
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