Partners Capital Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-937,113
| Closed | -$94.9M | – | 129 |
|
|
2024
Q3 | $94.9M | Buy |
+937,113
| New | +$94.9M | 1.52% | 19 |
|
|
2022
Q2 | – | Sell |
-61,197
| Closed | -$6.55M | – | 127 |
|
|
2022
Q1 | $6.55M | Buy |
61,197
+179
| +0.3% | +$19.2K | 0.32% | 60 |
|
|
2021
Q4 | $6.96M | Sell |
61,018
-8,346
| -12% | -$952K | 0.32% | 66 |
|
|
2021
Q3 | $7.97M | Buy |
+69,364
| New | +$7.97M | 0.36% | 59 |
|