NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,655
| Closed | -$1.04M | – | 8 |
|
|
2023
Q2 | $1.04M | Buy |
10,655
+1,003
| +10% | +$98.2K | 0.19% | 73 |
|
|
2023
Q1 | $962K | Buy |
9,652
+1,338
| +16% | +$133K | 0.17% | 85 |
|
|
2022
Q4 | $806K | Sell |
8,314
-1,789
| -18% | -$174K | 0.15% | 95 |
|
|
2022
Q3 | $973K | Sell |
10,103
-242
| -2% | -$23.3K | 0.19% | 87 |
|
|
2022
Q2 | $1.05M | Sell |
10,345
-2,165
| -17% | -$220K | 0.23% | 85 |
|
|
2022
Q1 | $1.34M | Buy |
12,510
+544
| +5% | +$58.3K | 0.26% | 72 |
|
|
2021
Q4 | $1.37M | Buy |
+11,966
| New | +$1.37M | 0.26% | 61 |
|