San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | $133K | Buy |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $52K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $472K | Sell |
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|
2017
Q4 | $491K | Sell |
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|
2017
Q3 | $508K | Buy |
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|
2017
Q2 | $127K | Buy |
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