Wealth Advisors of Iowa’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,535
| Closed | -$946K | – | 64 |
|
|
2023
Q4 | $946K | Buy |
+9,535
| New | +$946K | 0.64% | 21 |
|
|
2023
Q1 | – | Sell |
-7,664
| Closed | -$743K | – | 58 |
|
|
2022
Q4 | $743K | Buy |
+7,664
| New | +$743K | 0.61% | 19 |
|
|
2021
Q2 | – | Sell |
-3,563
| Closed | -$406K | – | 55 |
|
|
2021
Q1 | $406K | Sell |
3,563
-1,027
| -22% | -$117K | 0.23% | 32 |
|
|
2020
Q4 | $543K | Sell |
4,590
-383
| -8% | -$45.3K | 0.34% | 25 |
|
|
2020
Q3 | $571K | Sell |
4,973
-24,867
| -83% | -$2.86M | 0.39% | 16 |
|
|
2020
Q2 | $3.53M | Buy |
29,840
+2,802
| +10% | +$331K | 2.66% | 8 |
|
|
2020
Q1 | $3.12M | Buy |
+27,038
| New | +$3.12M | 2.47% | 5 |
|