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Beese Fulmer Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beese Fulmer Investment Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$324K Buy
2021
Q4 		– Sell
2021
Q3 		$231K Hold
2021
Q2 		$232K Buy
2021
Q1 		$229K Hold
2020
Q4 		$238K Buy