Sequoia Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,654
| Closed | -$525K | – | 20 |
|
|
2019
Q3 | $525K | Buy |
+4,654
| New | +$525K | 1.07% | 28 |
|
|
2019
Q2 | – | Sell |
-3,571
| Closed | -$388K | – | 55 |
|
|
2019
Q1 | $388K | Buy |
+3,571
| New | +$388K | 0.31% | 50 |
|
|
2018
Q1 | – | Sell |
-2,572
| Closed | -$281K | – | 57 |
|
|
2017
Q4 | $281K | Buy |
+2,572
| New | +$281K | 0.25% | 44 |
|