Personal Capital Advisors’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
2022
Q4
$18.8M Buy
194,250
+139,891
+257% +$13.5M 0.09% 134
2022
Q3
$5.24M Sell
54,359
-278,763
-84% -$28.2M 0.03% 189
2022
Q2
$33.9M Buy
333,122
+308,026
+1,227% +$31.7M 0.18% 114
2022
Q1
$2.69M Buy
25,096
+1,956
+8% +$215K 0.01% 209
2021
Q4
$2.5M Buy
23,140
+7,720
+50% +$883K 0.01% 217
2021
Q3
$1.77M Sell
15,420
-2,929
-16% -$340K 0.01% 228
2021
Q2
$2.12M Sell
18,349
-42,301
-70% -$4.85M 0.01% 223
2021
Q1
$6.9M Buy
60,650
+39,486
+187% +$4.57M 0.04% 187
2020
Q4
$2.5M Buy
21,164
+5,400
+34% +$636K 0.02% 220
2020
Q3
$1.86M Sell
15,764
-5,712
-27% -$678K 0.01% 229
2020
Q2
$2.54M Sell
21,476
-246,731
-92% -$28.9M 0.02% 202
2020
Q1
$30.9M Buy
268,207
+248,287
+1,246% +$28.3M 0.3% 77
2019
Q4
$2.24M Buy
19,920
+1,721
+9% +$194K 0.02% 199
2019
Q3
$2.06M Sell
18,199
-489
-3% -$55K 0.02% 191
2019
Q2
$2.08M Sell
18,688
-3,213
-15% -$351K 0.02% 186
2019
Q1
$2.39M Sell
21,901
-148,584
-87% -$15.9M 0.03% 168
2018
Q4
$18.2M Buy
170,485
+166,419
+4,093% +$17.5M 0.24% 96
2018
Q3
$429K Buy
4,066
+335
+9% +$35.5K 0.01% 229
2018
Q2
$397K Buy
3,731
+1,040
+39% +$110K 0.01% 221
2018
Q1
$289K Sell
2,691
-7,829
-74% -$841K ﹤0.01% 224
2017
Q4
$1.15M Buy
10,520
+7,038
+202% +$769K 0.02% 175
2017
Q3
$382K Buy
+3,482
New +$382K 0.01% 187
2015
Q3
Sell
-4,576
Closed -$498K 149
2015
Q2
$498K Buy
+4,576
New +$503K 0.03% 129

Other funds holding AGG