Lantz Financial’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
2020
Q1
Sell
-1,783
Closed -$200K 109
2019
Q4
$200K Sell
1,783
-401
-18% -$45K 0.12% 128
2019
Q3
$247K Hold
2,184
0.17% 110
2019
Q2
$243K Sell
2,184
-118
-5% -$13.1K 0.16% 112
2019
Q1
$251K Buy
+2,302
New +$251K 0.18% 100