TRUADVICE’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 | $4.23M | Sell |
44,992
-16,012
| -26% | -$1.5M | 1.66% | 7 |
|
|
2023
Q2 | $5.88M | Sell |
61,004
-41,535
| -41% | -$4M | 2.16% | 6 |
|
|
2023
Q1 | $10.2M | Buy |
102,539
+95,025
| +1,265% | +$9.5M | 4.06% | 2 |
|
|
2022
Q4 | $749K | Buy |
+7,514
| New | +$749K | 0.39% | 47 |
|
|
2021
Q3 | – | Sell |
-3,350
| Closed | -$390K | – | 122 |
|
|
2021
Q2 | $390K | Buy |
+3,350
| New | +$390K | 0.09% | 205 |
|