Leo H. Evart Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $343K | Buy |
3,645
+29
| +0.8% | +$2.73K | 0.53% | 28 |
|
|
2023
Q2 | $354K | Buy |
3,616
+28
| +0.8% | +$2.74K | 0.49% | 28 |
|
|
2023
Q1 | $358K | Buy |
3,588
+17
| +0.5% | +$1.69K | 0.52% | 28 |
|
|
2022
Q4 | $346K | Buy |
3,571
+32
| +0.9% | +$3.1K | 0.52% | 27 |
|
|
2022
Q3 | $341K | Buy |
3,539
+21
| +0.6% | +$2.02K | 0.52% | 26 |
|
|
2022
Q2 | $358K | Buy |
3,518
+18
| +0.5% | +$1.83K | 0.44% | 27 |
|
|
2022
Q1 | $375K | Buy |
3,500
+10
| +0.3% | +$1.07K | 0.39% | 30 |
|
|
2021
Q4 | $398K | Buy |
+3,490
| New | +$398K | 0.39% | 30 |
|