Signature Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,122
| Closed | -$208K | – | 105 |
|
|
2024
Q1 | $208K | Sell |
2,122
-668
| -24% | -$65.4K | 0.17% | 95 |
|
|
2023
Q4 | $277K | Buy |
2,790
+7
| +0.3% | +$695 | 0.24% | 80 |
|
|
2023
Q3 | $262K | Buy |
2,783
+297
| +12% | +$27.9K | 0.26% | 79 |
|
|
2023
Q2 | $244K | Buy |
+2,486
| New | +$244K | 0.23% | 83 |
|
|
2021
Q1 | – | Sell |
-3,302
| Closed | -$390K | – | 104 |
|
|
2020
Q4 | $390K | Buy |
+3,302
| New | +$390K | 0.39% | 59 |
|