Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $571K | Buy |
5,616
+2,679
| +91% | +$272K | 0.29% | 59 |
|
|
2022
Q1 | $315K | Buy |
2,937
+739
| +34% | +$79.3K | 0.14% | 114 |
|
|
2021
Q4 | $251K | Sell |
2,198
-30
| -1% | -$3.43K | 0.11% | 136 |
|
|
2021
Q3 | $255K | Sell |
2,228
-22
| -1% | -$2.52K | 0.13% | 128 |
|
|
2021
Q2 | $259K | Buy |
2,250
+1
| +0% | +$115 | 0.14% | 123 |
|
|
2021
Q1 | $256K | Hold |
2,249
| – | – | 0.15% | 117 |
|
|
2020
Q4 | $266K | Hold |
2,249
| – | – | 0.16% | 101 |
|
|
2020
Q3 | $266K | Buy |
2,249
+177
| +9% | +$20.9K | 0.19% | 93 |
|
|
2020
Q2 | $245K | Buy |
2,072
+22
| +1% | +$2.6K | 0.19% | 93 |
|
|
2020
Q1 | $237K | Buy |
+2,050
| New | +$237K | 0.22% | 80 |
|