Prism Advisors’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
2018
Q2
Sell
-120,080
Closed -$12.7M 57
2018
Q1
$12.7M Buy
120,080
+9,817
+9% +$1.04M 7.16% 6
2017
Q4
$12.1M Buy
+110,263
New +$12.1M 6.65% 6