LAS
Lloyd Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-124
| Closed | -$13K | – | 81 |
|
2022
Q1 | $13K | Buy |
+124
| New | +$13K | 0.01% | 378 |
|
2021
Q1 | – | Sell |
-8,787
| Closed | -$1.04M | – | 373 |
|
2020
Q4 | $1.04M | Buy |
8,787
+56
| +0.6% | +$6.62K | 0.57% | 19 |
|
2020
Q3 | $1.03M | Buy |
+8,731
| New | +$1.03M | 0.63% | 16 |
|
2020
Q1 | – | Sell |
-8,393
| Closed | -$943K | – | 267 |
|
2019
Q4 | $943K | Buy |
+8,393
| New | +$943K | 0.86% | 18 |
|