Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $184K | Hold |
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|
2020
Q3 | $184K | Buy |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $64K | Sell |
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|
2019
Q3 | $846K | Buy |
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|
2019
Q2 | $75K | Buy |
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|
2019
Q1 | $56K | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $1.56M | Sell |
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|
2018
Q2 | $1.62M | Sell |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $2.02M | Sell |
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|
2017
Q3 | $2.07M | Buy |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $980K | Buy |
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|
2016
Q3 | $281K | Hold |
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|
2016
Q2 | $281K | Buy |
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|
2016
Q1 | $219K | Buy |
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