Amplius Wealth Advisors’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
Q4
Sell
2022
Q3
$8.38M Sell
2022
Q2
$12.2M Buy
2022
Q1
Sell
2021
Q4
$235K Buy