Brio Consultants’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
Q1
Sell
-2,197
Closed -$218K 95
2023
Q4
$218K Buy
+2,197
New +$218K 0.04% 96
2019
Q1
Sell
-6,629
Closed -$706K 68
2018
Q4
$706K Buy
+6,629
New +$706K 0.36% 34