Stone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $555K | Sell |
5,575
-19,531
| -78% | -$1.95M | 0.89% | 19 |
|
|
2022
Q4 | $2.43M | Sell |
25,106
-2,791
| -10% | -$271K | 1.51% | 16 |
|
|
2022
Q3 | $2.69M | Sell |
27,897
-7,898
| -22% | -$761K | 1.75% | 16 |
|
|
2022
Q2 | $3.64M | Buy |
35,795
+18,053
| +102% | +$1.84M | 2.29% | 14 |
|
|
2022
Q1 | $1.9M | Sell |
17,742
-12,595
| -42% | -$1.35M | 1.06% | 20 |
|
|
2021
Q4 | $3.46M | Buy |
+30,337
| New | +$3.46M | 2.04% | 13 |
|