KFAA
Klaas Financial Asset Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Hold |
0
| – | – | – | 72 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 86 |
|
|
2021
Q3 | – | Sell |
-13,069
| Closed | -$1.51M | – | 82 |
|
|
2021
Q2 | $1.51M | Buy |
13,069
+994
| +8% | +$115K | 0.38% | 24 |
|
|
2021
Q1 | $1.38M | Buy |
12,075
+1,174
| +11% | +$134K | 0.38% | 25 |
|
|
2020
Q4 | $1.29M | Buy |
+10,901
| New | +$1.29M | 0.37% | 20 |
|