Vontobel Swiss Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.43M | Hold |
12,400
| – | – | 0.73% | 28 |
|
|
2021
Q1 | $1.41M | Sell |
12,400
-190
| -2% | -$21.6K | 0.79% | 26 |
|
|
2020
Q4 | $1.49M | Sell |
12,590
-1,000
| -7% | -$118K | 0.85% | 27 |
|
|
2020
Q3 | $1.6M | Sell |
13,590
-110
| -0.8% | -$13K | 1.12% | 25 |
|
|
2020
Q2 | $1.62M | Hold |
13,700
| – | – | 1.06% | 29 |
|
|
2020
Q1 | $1.58M | Sell |
13,700
-950
| -6% | -$110K | 1.2% | 28 |
|
|
2019
Q4 | $1.65M | Sell |
14,650
-1,250
| -8% | -$140K | 1.08% | 31 |
|
|
2019
Q3 | $1.8M | Hold |
15,900
| – | – | 1.16% | 31 |
|
|
2019
Q2 | $1.77M | Buy |
+15,900
| New | +$1.77M | 0.95% | 39 |
|