Palladiem’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 | $6.18M | Sell |
65,690
-18,010
| -22% | -$1.69M | 6.67% | 4 |
|
2023
Q2 | $8.2M | Sell |
83,700
-28,814
| -26% | -$2.82M | 8.43% | 2 |
|
2023
Q1 | $11.2M | Buy |
+112,514
| New | +$11.2M | 11.95% | 1 |
|
2015
Q3 | $37K | Buy |
339
+2
| +0.6% | +$218 | 0.06% | 55 |
|
2015
Q2 | $37K | Buy |
337
+2
| +0.6% | +$220 | 0.03% | 68 |
|
2015
Q1 | $37K | Sell |
335
-1,549
| -82% | -$171K | 0.03% | 76 |
|
2014
Q4 | $207K | Buy |
+1,884
| New | +$207K | 0.17% | 33 |
|