Wealthspire Advisors (Maryland)’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
Q3 | $34.5M | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $238K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | $179K | Hold |
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|
2018
Q3 | $177K | Sell |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | $190K | Hold |
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|
2017
Q4 | $194K | Sell |
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|
2017
Q3 | $196K | Sell |
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|
2017
Q2 | $197K | Sell |
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|
2017
Q1 | $203K | Sell |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $257K | Buy |
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|
2016
Q2 | $252K | Sell |
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|
2016
Q1 | $264K | Sell |
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|
2015
Q4 | $261K | Buy |
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