WFWM
Wechter Feldman Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-100,262
| Closed | -$10.6M | – | 29 |
|
|
2018
Q3 | $10.6M | Sell |
100,262
-2,054
| -2% | -$217K | 6.47% | 6 |
|
|
2018
Q2 | $10.9M | Sell |
102,316
-8,511
| -8% | -$905K | 7.49% | 5 |
|
|
2018
Q1 | $11.9M | Sell |
110,827
-25,207
| -19% | -$2.7M | 8.4% | 5 |
|
|
2017
Q4 | $14.9M | Sell |
136,034
-3,386
| -2% | -$370K | 10.4% | 4 |
|
|
2017
Q3 | $15.3M | Sell |
139,420
-6,234
| -4% | -$683K | 11.72% | 3 |
|
|
2017
Q2 | $16M | Buy |
145,654
+4,657
| +3% | +$510K | 12.78% | 3 |
|
|
2017
Q1 | $15.3M | Sell |
140,997
-17,036
| -11% | -$1.85M | 10.51% | 3 |
|
|
2016
Q4 | $17.1M | Buy |
+158,033
| New | +$17.1M | 11.18% | 2 |
|