YHB Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,508
| Closed | -$916K | – | 283 |
|
|
2022
Q3 | $916K | Sell |
9,508
-737
| -7% | -$71K | 0.1% | 147 |
|
|
2022
Q2 | $1.04M | Sell |
10,245
-3,434
| -25% | -$349K | 0.11% | 143 |
|
|
2022
Q1 | $1.47M | Sell |
13,679
-6,683
| -33% | -$716K | 0.13% | 137 |
|
|
2021
Q4 | $2.32M | Sell |
20,362
-16,942
| -45% | -$1.93M | 0.18% | 117 |
|
|
2021
Q3 | $4.28M | Sell |
37,304
-29,289
| -44% | -$3.36M | 0.37% | 71 |
|
|
2021
Q2 | $7.68M | Sell |
66,593
-25,099
| -27% | -$2.89M | 0.65% | 43 |
|
|
2021
Q1 | $10.5M | Buy |
91,692
+43,397
| +90% | +$4.97M | 0.91% | 31 |
|
|
2020
Q4 | $5.71M | Buy |
48,295
+11,877
| +33% | +$1.4M | 0.54% | 52 |
|
|
2020
Q3 | $4.3M | Buy |
+36,418
| New | +$4.3M | 0.47% | 61 |
|