Sensible Financial Planning & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sensible Financial Planning & Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,621	Closed	-$602K	–	48
2022 Q1	$602K	Sell	5,621 -15,085	-73%	-$1.62M	0.16%	32
2021 Q4	$2.36M	Buy	20,706 +89	+0.4%	+$10.2K	0.67%	23
2021 Q3	$2.37M	Buy	20,617 +908	+5%	+$104K	0.77%	20
2021 Q2	$2.27M	Buy	19,709 +591	+3%	+$68.2K	0.77%	21
2021 Q1	$2.18M	Sell	19,118 -188	-1%	-$21.4K	0.8%	21
2020 Q4	$2.28M	Sell	19,306 -1,669	-8%	-$197K	0.85%	21
2020 Q3	$2.48M	Sell	20,975 -997	-5%	-$118K	1.01%	19
2020 Q2	$2.6M	Sell	21,972 -716	-3%	-$84.6K	1.11%	18
2020 Q1	$2.62M	Sell	22,688 -9,688	-30%	-$1.12M	1.25%	15
2019 Q4	$3.64M	Sell	32,376 -22,645	-41%	-$2.54M	1.53%	14
2019 Q3	$6.23M	Sell	55,021 -13,667	-20%	-$1.55M	2.69%	10
2019 Q2	$7.65M	Buy	68,688 +4,079	+6%	+$454K	3.27%	8
2019 Q1	$7.05M	Sell	64,609 -6,565	-9%	-$716K	3.19%	8
2018 Q4	$7.58M	Sell	71,174 -17,804	-20%	-$1.9M	3.67%	8
2018 Q3	$9.39M	Sell	88,978 -40,104	-31%	-$4.23M	4.36%	6
2018 Q2	$13.7M	Sell	129,082 -72,687	-36%	-$7.73M	6.51%	4
2018 Q1	$21.6M	Buy	201,769 +45,414	+29%	+$4.87M	10.32%	3
2017 Q4	$17.1M	Buy	156,355 +46,191	+42%	+$5.05M	8.73%	3
2017 Q3	$12.1M	Buy	110,164 +71,244	+183%	+$7.81M	6.65%	5
2017 Q2	$4.26M	Buy	38,920 +28,198	+263%	+$3.09M	2.67%	8
2017 Q1	$1.16M	Buy	10,722 +1,966	+22%	+$213K	0.75%	12
2016 Q4	$946K	Sell	8,756 -29	-0.3%	-$3.13K	0.65%	12
2016 Q3	$988K	Sell	8,785 -396	-4%	-$44.5K	0.68%	12
2016 Q2	$1.03M	Sell	9,181 -503	-5%	-$56.7K	0.72%	12
2016 Q1	$1.07M	Sell	9,684 -1,965	-17%	-$218K	0.78%	12
2015 Q4	$1.26M	Sell	11,649 -8,610	-42%	-$930K	0.96%	12
2015 Q3	$2.22M	Sell	20,259 -3,193	-14%	-$350K	1.74%	11
2015 Q2	$2.55M	Sell	23,452 -610	-3%	-$66.4K	2.1%	9
2015 Q1	$2.68M	Sell	24,062 -1,357	-5%	-$151K	2.44%	9
2014 Q4	$2.8M	Buy	25,419 +19	+0.1%	+$2.09K	2.86%	8
2014 Q3	$2.73M	Buy	+25,400	New	+$2.73M	2.38%	9