Newfound Research’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
2020
Q2
Sell
-14
Closed -$2K 55
2020
Q1
$2K Sell
14
-1
-7% -$143 ﹤0.01% 34
2019
Q4
$2K Hold
15
﹤0.01% 78
2019
Q3
$2K Hold
15
﹤0.01% 90
2019
Q2
$2K Hold
15
﹤0.01% 88
2019
Q1
$2K Hold
15
﹤0.01% 82
2018
Q4
$2K Hold
15
﹤0.01% 68
2018
Q3
$2K Hold
15
﹤0.01% 102
2018
Q2
$2K Sell
15
-4
-21% -$533 ﹤0.01% 87
2018
Q1
$2K Hold
19
﹤0.01% 90
2017
Q4
$2K Buy
19
+3
+19% +$316 ﹤0.01% 104
2017
Q3
$2K Buy
16
+1
+7% +$125 ﹤0.01% 96
2017
Q2
$2K Hold
15
﹤0.01% 99
2017
Q1
$2K Buy
+15
New +$2K ﹤0.01% 97