Mountain Capital Investment Advisors’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
Q1
Sell
-2,807
Closed -$307K 34
2017
Q4
$307K Hold
2,807
0.3% 27
2017
Q3
$308K Buy
2,807
+18
+0.6% +$1.98K 0.27% 23
2017
Q2
$305K Buy
+2,789
New +$305K 0.3% 18