Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.47M | Buy |
77,038
+63,961
| +489% | +$6.2M | 1.78% | 15 |
|
|
2022
Q3 | $1.26M | Sell |
13,077
-1,211
| -8% | -$117K | 0.36% | 36 |
|
|
2022
Q2 | $1.45M | Sell |
14,288
-167
| -1% | -$17K | 0.41% | 31 |
|
|
2022
Q1 | $1.55M | Buy |
14,455
+913
| +7% | +$97.8K | 0.42% | 30 |
|
|
2021
Q4 | $1.55M | Buy |
13,542
+2,776
| +26% | +$317K | 0.35% | 32 |
|
|
2021
Q3 | $1.24M | Sell |
10,766
-130
| -1% | -$14.9K | 0.31% | 34 |
|
|
2021
Q2 | $1.26M | Buy |
10,896
+117
| +1% | +$13.5K | 0.32% | 34 |
|
|
2021
Q1 | $1.23M | Sell |
10,779
-1,832
| -15% | -$209K | 0.34% | 32 |
|
|
2020
Q4 | $1.49M | Buy |
+12,611
| New | +$1.49M | 0.48% | 22 |
|