Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $112K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $110K | Sell |
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|
2022
Q3 | $4.81M | Buy |
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|
2022
Q2 | $4.97M | Sell |
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|
2022
Q1 | $5.28M | Sell |
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|
2021
Q4 | $5.67M | Sell |
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|
2021
Q3 | $5.79M | Buy |
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|
2021
Q2 | $6.13M | Sell |
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|
2021
Q1 | $6.21M | Sell |
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|
2020
Q4 | $6.48M | Sell |
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|
2020
Q3 | $6.48M | Buy |
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|
2020
Q2 | $6.24M | Sell |
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|
2020
Q1 | $6.79M | Sell |
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|
2019
Q4 | $7.2M | Sell |
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|
2019
Q3 | $7.27M | Sell |
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|
2019
Q2 | $7.21M | Buy |
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|
2019
Q1 | $6.93M | Buy |
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|
2018
Q4 | $6.74M | Buy |
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|
2018
Q3 | $6.67M | Buy |
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|
2018
Q2 | $6.56M | Buy |
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|
2018
Q1 | $6.56M | Buy |
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|
2017
Q4 | $6.22M | Buy |
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|
2017
Q3 | $6.12M | Buy |
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|
2017
Q2 | $6.07M | Sell |
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|
2017
Q1 | $6.17M | Buy |
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|
2016
Q4 | $5.55M | Sell |
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|
2016
Q3 | $5.81M | Sell |
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|
2016
Q2 | $5.82M | Buy |
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|
2016
Q1 | $5.37M | Buy |
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|
2015
Q4 | $5.15M | Buy |
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|
2015
Q3 | $4.96M | Buy |
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