Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,754
| Closed | -$201K | – | 117 |
|
|
2021
Q3 | $201K | Sell |
1,754
-329
| -16% | -$37.7K | 0.14% | 110 |
|
|
2021
Q2 | $240K | Buy |
2,083
+191
| +10% | +$22K | 0.19% | 79 |
|
|
2021
Q1 | $215K | Sell |
1,892
-230
| -11% | -$26.1K | 0.19% | 80 |
|
|
2020
Q4 | $251K | Sell |
2,122
-77
| -4% | -$9.11K | 0.23% | 75 |
|
|
2020
Q3 | $260K | Sell |
2,199
-130
| -6% | -$15.4K | 0.27% | 69 |
|
|
2020
Q2 | $275K | Sell |
2,329
-201
| -8% | -$23.7K | 0.33% | 66 |
|
|
2020
Q1 | $292K | Buy |
2,530
+2,509
| +11,948% | +$290K | 0.39% | 59 |
|
|
2019
Q4 | $504 | Buy |
+21
| New | +$504 | 0.39% | 55 |
|