SevenBridge Financial Group’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
Q3 | – | Sell |
-887
| Closed | -$99K | – | 151 |
|
|
2019
Q2 | $99K | Buy |
887
+778
| +714% | +$86.8K | 0.04% | 192 |
|
|
2019
Q1 | $12K | Hold |
109
| – | – | ﹤0.01% | 382 |
|
|
2018
Q4 | $12K | Hold |
109
| – | – | 0.01% | 348 |
|
|
2018
Q3 | $12K | Hold |
109
| – | – | 0.01% | 388 |
|
|
2018
Q2 | $12K | Hold |
109
| – | – | 0.01% | 390 |
|
|
2018
Q1 | $12K | Hold |
109
| – | – | 0.01% | 401 |
|
|
2017
Q4 | $12K | Buy |
+109
| New | +$12K | 0.01% | 420 |
|
|
2016
Q3 | – | Sell |
-146
| Closed | -$16K | – | 607 |
|
|
2016
Q2 | $16K | Buy |
+146
| New | +$16K | 0.01% | 437 |
|