KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.03M | Sell |
9,415
-484
| -5% | -$52.8K | 0.14% | 157 |
|
|
2014
Q2 | $1.08M | Buy |
9,899
+2,439
| +33% | +$267K | 0.15% | 147 |
|
|
2014
Q1 | $805K | Buy |
7,460
+779
| +12% | +$84.1K | 0.13% | 183 |
|
|
2013
Q4 | $711K | Sell |
6,681
-326
| -5% | -$34.7K | 0.12% | 193 |
|
|
2013
Q3 | $751K | Sell |
7,007
-424
| -6% | -$45.4K | 0.18% | 137 |
|
|
2013
Q2 | $796K | Buy |
+7,431
| New | +$796K | 0.22% | 117 |
|