Central Valley Advisors’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
Q2
Sell
-2,098
Closed -$205K 139
2024
Q1
$205K Buy
2,098
+52
+3% +$5.09K 0.11% 149
2023
Q4
$203K Buy
+2,046
New +$203K 0.12% 137