WealthStone’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
Q1 | $18.2M | Buy |
159,961
+15,093
| +10% | +$1.72M | 6.35% | 3 |
|
|
2020
Q4 | $17.1M | Buy |
144,868
+9,421
| +7% | +$1.11M | 6.07% | 3 |
|
|
2020
Q3 | $16M | Buy |
135,447
+17,483
| +15% | +$2.06M | 7.3% | 3 |
|
|
2020
Q2 | $13.9M | Buy |
117,964
+17,270
| +17% | +$2.04M | 6.65% | 4 |
|
|
2020
Q1 | $11.6M | Sell |
100,694
-7,313
| -7% | -$844K | 11.68% | 4 |
|
|
2019
Q4 | $12.1M | Buy |
108,007
+7,626
| +8% | +$857K | 7.18% | 5 |
|
|
2019
Q3 | $11.4M | Buy |
+100,381
| New | +$11.4M | 6.04% | 5 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4 |
|