Journey Advisory Group’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 |
-9,750
| Closed | -$939K | – | 217 |
|
|
2022
Q3 | $939K | Buy |
9,750
+111
| +1% | +$10.7K | 0.24% | 90 |
|
|
2022
Q2 | $1.01M | Sell |
9,639
-255
| -3% | -$26.6K | 0.23% | 93 |
|
|
2022
Q1 | $1.06M | Hold |
9,894
| – | – | 0.27% | 85 |
|
|
2021
Q4 | $1.13M | Sell |
9,894
-67
| -0.7% | -$7.65K | 0.31% | 75 |
|
|
2021
Q3 | $1.14M | Sell |
9,961
-213
| -2% | -$24.5K | 0.37% | 62 |
|
|
2021
Q2 | $1.17M | Sell |
10,174
-200
| -2% | -$23.1K | 0.37% | 66 |
|
|
2021
Q1 | $1.18M | Buy |
10,374
+43
| +0.4% | +$4.9K | 0.41% | 65 |
|
|
2020
Q4 | $1.22M | Buy |
+10,331
| New | +$1.22M | 0.46% | 58 |
|