Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $204K | Buy |
+1,937
| New | +$204K | 0.01% | 281 |
|
|
2018
Q2 | – | Sell |
-1,951
| Closed | -$209K | – | 297 |
|
|
2018
Q1 | $209K | Sell |
1,951
-1,023
| -34% | -$110K | 0.01% | 269 |
|
|
2017
Q4 | $325K | Buy |
+2,974
| New | +$325K | 0.02% | 222 |
|
|
2016
Q3 | – | Sell |
-1,941
| Closed | -$219K | – | 250 |
|
|
2016
Q2 | $219K | Sell |
1,941
-43
| -2% | -$4.85K | 0.02% | 233 |
|
|
2016
Q1 | $220K | Buy |
1,984
+58
| +3% | +$6.43K | 0.02% | 223 |
|
|
2015
Q4 | $208K | Buy |
+1,926
| New | +$208K | 0.02% | 230 |
|