Kooman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,736
| Closed | -$371K | – | 40 |
|
|
2023
Q4 | $371K | Sell |
3,736
-526
| -12% | -$52.2K | 0.17% | 30 |
|
|
2023
Q3 | $401K | Sell |
4,262
-131
| -3% | -$12.3K | 0.2% | 28 |
|
|
2023
Q2 | $430K | Buy |
4,393
+265
| +6% | +$26K | 0.21% | 27 |
|
|
2023
Q1 | $411K | Buy |
4,128
+184
| +5% | +$18.3K | 0.22% | 24 |
|
|
2022
Q4 | $383K | Buy |
+3,944
| New | +$383K | 0.38% | 25 |
|