Wealth Advisory Solutions’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
Q4
Sell
-9,602
Closed -$1.13M 162
2020
Q3
$1.13M Buy
9,602
+1,006
+12% +$119K 0.3% 78
2020
Q2
$1.02M Buy
+8,596
New +$1.02M 0.28% 82
2020
Q1
Sell
-2,142
Closed -$241K 156
2019
Q4
$241K Buy
+2,142
New +$241K 0.06% 163