PagnatoKarp Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-21,817
Closed -$2.52M 7
2020
Q1
$2.52M Buy
21,817
+1,172
+6% +$134K 0.63% 29
2019
Q4
$2.32M Sell
20,645
-2,604
-11% -$293K 0.4% 38
2019
Q3
$2.63M Buy
23,249
+2,666
+13% +$300K 0.52% 35
2019
Q2
$2.29M Buy
20,583
+26
+0.1% +$2.84K 0.49% 34
2019
Q1
$2.24M Sell
20,557
-3,195
-13% -$343K 0.5% 35
2018
Q4
$2.53M Buy
23,752
+8,087
+52% +$848K 0.54% 36
2018
Q3
$1.65M Sell
15,665
-3,438
-18% -$365K 0.49% 33
2018
Q2
$2.03M Buy
19,103
+5,264
+38% +$558K 0.64% 28
2018
Q1
$1.48M Sell
13,839
-6,742
-33% -$724K 0.63% 29
2017
Q4
$2.25M Sell
20,581
-2,747
-12% -$300K 0.7% 27
2017
Q3
$2.56M Sell
23,328
-1,873
-7% -$206K 0.82% 26
2017
Q2
$2.76M Sell
25,201
-6,770
-21% -$740K 0.85% 23
2017
Q1
$3.47M Sell
31,971
-16,329
-34% -$1.77M 1% 19
2016
Q4
$5.22M Buy
+48,300
New +$5.29M 1.57% 18

Other funds holding AGG