Swaine & Leidel Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $782 | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $805K | Sell |
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2020
Q3 | $832K | Buy |
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|
2020
Q2 | $524K | Sell |
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|
2020
Q1 | $518K | Sell |
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|
2019
Q4 | $664K | Sell |
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|
2019
Q3 | $753K | Buy |
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|
2019
Q2 | $483K | Sell |
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|
2019
Q1 | $948K | Sell |
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|
2018
Q4 | $1.27M | Buy |
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