Cascadia Advisory Services’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
2021
Q3
$845K Buy
7,356
+367
+5% +$42.2K 0.17% 132
2021
Q2
$806K Buy
6,989
+2,678
+62% +$309K 0.17% 130
2021
Q1
$491K Buy
+4,311
New +$491K 0.11% 164
2020
Q3
$718K Buy
+6,079
New +$718K 0.2% 136
2019
Q4
$239K Buy
+2,128
New +$239K 0.07% 219