Agilis Partners’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
2024
Q4
$1.4M Hold
14,473
0.42% 22
2024
Q3
$1.47M Sell
14,473
-596
-4% -$60.4K 0.41% 22
2024
Q2
$1.46M Sell
15,069
-304
-2% -$29.5K 0.45% 21
2024
Q1
$1.51M Hold
15,373
0.38% 21
2023
Q4
$1.53M Buy
+15,373
New +$1.53M 0.4% 22