Abacus Planning Group’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
-2,869
Closed -$276K 182
2022
Q3
$276K Buy
2,869
+407
+17% +$39.2K 0.08% 135
2022
Q2
$250K Sell
2,462
-5,644
-70% -$573K 0.07% 150
2022
Q1
$868K Buy
+8,106
New +$868K 0.23% 80