TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.53M | Buy |
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2020
Q1 | $2.46M | Buy |
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|
2019
Q4 | $955K | Sell |
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2019
Q3 | $982K | Buy |
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|
2019
Q2 | $963K | Buy |
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|
2019
Q1 | $940K | Buy |
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|
2018
Q4 | $916K | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.37M | Buy |
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2018
Q1 | $1.32M | Sell |
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|
2017
Q4 | $1.35M | Buy |
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