KCM Investment Advisors’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
2019
Q2
Sell
-4,975
Closed -$543K 325
2019
Q1
$543K Hold
4,975
0.04% 214
2018
Q4
$530K Hold
4,975
0.04% 317
2018
Q3
$525K Buy
+4,975
New +$525K 0.03% 345