Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31,069
| Closed | -$3.54M | – | 134 |
|
|
2021
Q4 | $3.54M | Sell |
31,069
-7,972
| -20% | -$909K | 1.1% | 22 |
|
|
2021
Q3 | $4.48M | Sell |
39,041
-7,739
| -17% | -$889K | 1.52% | 7 |
|
|
2021
Q2 | $5.4M | Sell |
46,780
-459
| -1% | -$52.9K | 1.87% | 8 |
|
|
2021
Q1 | $5.38M | Buy |
47,239
+25,810
| +120% | +$2.94M | 2.16% | 8 |
|
|
2020
Q4 | $2.53M | Buy |
21,429
+1,884
| +10% | +$223K | 1.17% | 34 |
|
|
2020
Q3 | $2.31M | Buy |
19,545
+3,408
| +21% | +$402K | 1.22% | 34 |
|
|
2020
Q2 | $1.91M | Buy |
+16,137
| New | +$1.91M | 1.12% | 46 |
|
|
2019
Q3 | – | Sell |
-3,949
| Closed | -$439K | – | 85 |
|
|
2019
Q2 | $439K | Sell |
3,949
-91
| -2% | -$10.1K | 0.24% | 82 |
|
|
2019
Q1 | $441K | Sell |
4,040
-24
| -0.6% | -$2.62K | 0.25% | 79 |
|
|
2018
Q4 | $433K | Buy |
4,064
+414
| +11% | +$44.1K | 0.27% | 80 |
|
|
2018
Q3 | $385K | Buy |
3,650
+7
| +0.2% | +$738 | 0.22% | 69 |
|
|
2018
Q2 | $387K | Buy |
+3,643
| New | +$387K | 0.27% | 67 |
|