Balboa Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22,136	Closed	-$511K	–	318
2023 Q2	$511K	Buy	22,136 +1,274	+6%	+$29.4K	0.18%	110
2023 Q1	$489K	Buy	+20,862	New	+$489K	0.18%	112