Willingdon Wealth Management’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
Q1 | $1.61M | Sell |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.37M | Buy |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $779K | Buy |
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|
2017
Q3 | $746K | Buy |
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|
2017
Q2 | $576K | Buy |
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|
2017
Q1 | $536K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $582K | Sell |
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|
2014
Q4 | $820K | Buy |
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|
2014
Q3 | $777K | Sell |
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|
2014
Q2 | $781K | Sell |
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|
2014
Q1 | $790K | Buy |
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|
2013
Q4 | $748K | Buy |
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