Bull Oak Capital’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
Q4
Sell
-72
Closed -$7.26K 29
2024
Q3
$7.26K Buy
72
+1
+1% +$101 ﹤0.01% 71
2024
Q2
$6.9K Buy
+71
New +$6.9K ﹤0.01% 44
2022
Q2
Sell
-2,670
Closed -$286K 21
2022
Q1
$286K Buy
+2,670
New +$286K 0.23% 21