Lenox Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $444K | Sell |
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|
2020
Q1 | $468K | Buy |
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|
2019
Q4 | $431K | Buy |
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|
2019
Q3 | $51K | Buy |
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|
2019
Q2 | $36K | Buy |
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|
2019
Q1 | $9K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Sell |
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|
2017
Q1 | $380K | Hold |
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|
2016
Q4 | $378K | Sell |
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|
2016
Q3 | $523K | Hold |
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|
2016
Q2 | $523K | Hold |
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|
2016
Q1 | $514K | Sell |
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|
2015
Q4 | $635K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $542K | Hold |
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|
2013
Q4 | $535K | Buy |
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