MBE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,758
| Closed | -$202K | – | 66 |
|
|
2021
Q3 | $202K | Buy |
1,758
+1
| +0.1% | +$115 | 0.1% | 59 |
|
|
2021
Q2 | $203K | Sell |
1,757
-73
| -4% | -$8.43K | 0.11% | 57 |
|
|
2021
Q1 | $208K | Buy |
1,830
+15
| +0.8% | +$1.71K | 0.11% | 54 |
|
|
2020
Q4 | $214K | Buy |
+1,815
| New | +$214K | 0.14% | 52 |
|
|
2020
Q2 | – | Sell |
-1,542
| Closed | -$177K | – | 57 |
|
|
2020
Q1 | $177K | Buy |
+1,542
| New | +$177K | 0.17% | 43 |
|