Mariner Wealth Advisors (Cincinnati)’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
2018
Q3
$204K Buy
2018
Q2
Sell
2018
Q1
$209K Sell
2017
Q4
$325K Buy
2016
Q3
Sell
2016
Q2
$219K Sell
2016
Q1
$220K Buy
2015
Q4
$208K Buy