WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.47M | Buy |
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2017
Q1 | $4.28M | Buy |
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|
2016
Q4 | $1.64M | Buy |
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|
2016
Q3 | $974K | Buy |
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|
2016
Q2 | $921K | Sell |
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|
2016
Q1 | $1.33M | Buy |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $1.15M | Buy |
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|
2015
Q1 | $909K | Sell |
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|
2014
Q4 | $934K | Buy |
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|
2014
Q3 | $744K | Buy |
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|
2014
Q2 | $726K | Sell |
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|
2014
Q1 | $783K | Sell |
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|
2013
Q4 | $1.26M | Sell |
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|
2013
Q3 | $1.44M | Sell |
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|
2013
Q2 | $1.55M | Buy |
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