Sanders Morris Harris’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
2016 Q4	–	Sell	-3,443	Closed	-$827K	–	127
2016 Q3	$827K	Sell	3,443 -11,865	-78%	-$2.85M	0.25%	61
2016 Q2	$1.73M	Sell	15,308 -61,137	-80%	-$6.89M	0.4%	60
2016 Q1	$7.58M	Buy	+76,445	New	+$7.58M	1.3%	13