AFS Financial 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
2023
Q4
Sell
-2,436
Closed -$229K 58
2023
Q3
$229K Sell
2,436
-29
-1% -$2.73K 0.16% 86
2023
Q2
$241K Buy
2,465
+29
+1% +$2.84K 0.16% 87
2023
Q1
$243K Buy
2,436
+70
+3% +$6.98K 0.16% 85
2022
Q4
$229K Buy
+2,366
New +$229K 0.16% 86