Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14.5M | Sell |
150,531
-2,826
| -2% | -$272K | 3.95% | 2 |
|
|
2022
Q2 | $15.6M | Buy |
153,357
+5,738
| +4% | +$583K | 4.09% | 1 |
|
|
2022
Q1 | $15.8M | Buy |
147,619
+144,152
| +4,158% | +$15.4M | 3.82% | 2 |
|
|
2021
Q4 | $396K | Buy |
+3,467
| New | +$396K | 0.09% | 95 |
|
|
2019
Q4 | – | Sell |
-2,407
| Closed | -$272K | – | 144 |
|
|
2019
Q3 | $272K | Buy |
+2,407
| New | +$272K | 0.13% | 116 |
|