Wealth & Pension Services Group’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
2019
Q3
$2.11M Sell
18,676
-493
-3% -$55.8K 1.53% 16
2019
Q2
$2.13M Sell
19,169
-99
-0.5% -$11K 1.55% 16
2019
Q1
$2.1M Sell
19,268
-98
-0.5% -$10.7K 1.64% 13
2018
Q4
$2.06M Sell
19,366
-2,350
-11% -$250K 1.86% 12
2018
Q3
$2.29M Buy
+21,716
New +$2.29M 2.3% 9