Tiedemann Advisors’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
Q3 | $1.05M | Buy |
11,144
+311
| +3% | +$29.2K | 0.04% | 118 |
|
|
2023
Q2 | $1.06M | Sell |
10,833
-657
| -6% | -$64.4K | 0.05% | 111 |
|
|
2023
Q1 | $1.14M | Hold |
11,490
| – | – | 0.05% | 105 |
|
|
2022
Q4 | $1.11M | Hold |
11,490
| – | – | 0.05% | 110 |
|
|
2022
Q3 | $1.11M | Buy |
+11,490
| New | +$1.11M | 0.07% | 105 |
|
|
2017
Q1 | – | Sell |
-807
| Closed | -$87K | – | 392 |
|
|
2016
Q4 | $87K | Sell |
807
-17,792
| -96% | -$1.92M | 0.01% | 313 |
|
|
2016
Q3 | $2.08M | Buy |
18,599
+770
| +4% | +$86K | 0.43% | 27 |
|
|
2016
Q2 | $2.01M | Buy |
17,829
+8,687
| +95% | +$978K | 1.93% | 16 |
|
|
2016
Q1 | $1.01M | Sell |
9,142
-845
| -8% | -$93.6K | 0.8% | 29 |
|
|
2015
Q4 | $1.08M | Buy |
+9,987
| New | +$1.08M | 0.42% | 30 |
|