55I LLC’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
2022
Q2
Sell
2022
Q1
$30.9M Buy
2021
Q4
$14.4M Buy
2021
Q3
$3.73M Sell
2021
Q2
$10.4M Buy
2021
Q1
$8.38M Buy
2020
Q4
$489K Sell
2020
Q3
$1.05M Buy
2020
Q2
$664K Sell
2020
Q1
$1.34M Buy
2019
Q4
$910K Sell
2019
Q3
$3.57M Buy
2019
Q2
$2.64M Buy
2019
Q1
$2.56M Sell
2018
Q4
$3.05M Buy