TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.53M | Buy |
21,410
+58
| +0.3% | +$6.86K | 1.06% | 14 |
|
|
2020
Q1 | $2.46M | Buy |
21,352
+12,854
| +151% | +$1.48M | 1.2% | 13 |
|
|
2019
Q4 | $955K | Sell |
8,498
-183
| -2% | -$20.6K | 0.39% | 41 |
|
|
2019
Q3 | $982K | Buy |
8,681
+30
| +0.3% | +$3.39K | 0.42% | 34 |
|
|
2019
Q2 | $963K | Buy |
8,651
+31
| +0.4% | +$3.45K | 0.43% | 34 |
|
|
2019
Q1 | $940K | Buy |
8,620
+21
| +0.2% | +$2.29K | 0.44% | 34 |
|
|
2018
Q4 | $916K | Sell |
8,599
-3,315
| -28% | -$353K | 0.46% | 33 |
|
|
2018
Q3 | $1.26M | Sell |
11,914
-952
| -7% | -$100K | 0.58% | 26 |
|
|
2018
Q2 | $1.37M | Buy |
12,866
+513
| +4% | +$54.5K | 0.65% | 22 |
|
|
2018
Q1 | $1.33M | Sell |
12,353
-26
| -0.2% | -$2.79K | 0.67% | 22 |
|
|
2017
Q4 | $1.35M | Buy |
+12,379
| New | +$1.35M | 0.64% | 25 |
|