Kerntke Otto McGlone Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-920
| Closed | -$89K | – | 65 |
|
|
2022
Q4 | $89K | Buy |
+920
| New | +$89K | 0.1% | 70 |
|
|
2021
Q3 | – | Sell |
-1,735
| Closed | -$200K | – | 41 |
|
|
2021
Q2 | $200K | Buy |
+1,735
| New | +$200K | 0.08% | 125 |
|
|
2020
Q3 | – | Sell |
-1,973
| Closed | -$233K | – | 113 |
|
|
2020
Q2 | $233K | Buy |
+1,973
| New | +$233K | 0.21% | 92 |
|