Wellesley Investment Partners’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 | $25.9M | Sell |
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2020
Q2 | $25.9M | Buy |
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2020
Q1 | $21.3M | Buy |
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|
2019
Q4 | $20.6M | Buy |
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|
2019
Q3 | $20.3M | Buy |
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|
2019
Q2 | $18.3M | Buy |
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|
2019
Q1 | $17.3M | Sell |
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|
2018
Q4 | $17.5M | Buy |
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|
2018
Q3 | $14M | Buy |
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|
2018
Q2 | $13.5M | Buy |
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|
2018
Q1 | $13.1M | Buy |
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|
2017
Q4 | $11.2M | Buy |
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|
2017
Q3 | $10.3M | Buy |
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|
2017
Q2 | $9.83M | Buy |
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|
2017
Q1 | $9.37M | Buy |
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|
2016
Q4 | $8.07M | Buy |
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|
2016
Q3 | $7.61M | Buy |
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|
2016
Q2 | $7.56M | Buy |
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|
2016
Q1 | $5.65M | Buy |
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|
2015
Q4 | $4.45M | Buy |
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