Mark J. Bradley’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
Q2 | $322K | Sell |
3,289
-6,134
| -65% | -$601K | 0.32% | 40 |
|
|
2023
Q1 | $939K | Buy |
+9,423
| New | +$939K | 0.68% | 40 |
|
|
2022
Q4 | – | Sell |
-12,939
| Closed | -$1.25M | – | 44 |
|
|
2022
Q3 | $1.25M | Buy |
12,939
+85
| +0.7% | +$8.19K | 1.15% | 39 |
|
|
2022
Q2 | $1.31M | Sell |
12,854
-630
| -5% | -$64.1K | 1.18% | 40 |
|
|
2022
Q1 | $1.44M | Buy |
13,484
+208
| +2% | +$22.3K | 1.03% | 41 |
|
|
2021
Q4 | $1.51M | Sell |
13,276
-335
| -2% | -$38.2K | 0.99% | 39 |
|
|
2021
Q3 | $1.56M | Buy |
13,611
+320
| +2% | +$36.7K | 1.07% | 38 |
|
|
2021
Q2 | $1.53M | Buy |
13,291
+590
| +5% | +$68.1K | 1.02% | 41 |
|
|
2021
Q1 | $1.45M | Buy |
12,701
+795
| +7% | +$90.5K | 0.98% | 43 |
|
|
2020
Q4 | $1.41M | Buy |
+11,906
| New | +$1.41M | 0.97% | 41 |
|