Atlanta Financial Associates’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
2021
Q1
$558K Hold
4,718
0.26% 33
2020
Q4
$558K Buy
4,718
+219
+5% +$25.9K 0.26% 33
2020
Q3
$531K Buy
4,499
+135
+3% +$15.9K 0.27% 31
2020
Q2
$516K Buy
+4,364
New +$516K 0.29% 32