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Cardinal Point Wealth Management Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$1.91M Buy
19,143
+3,284
+21% +$327K 0.58% 16
2022
Q4 		$1.54M Buy
+15,859
New +$1.54M 0.53% 19