CRI
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Commonwealth Retirement Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-50,127
Closed -$4.71M 84
2023
Q3
$4.71M Buy
50,127
+1,930
+4% +$181K 2.72% 16
2023
Q2
$4.72M Sell
48,197
-90
-0.2% -$8.82K 2.63% 17
2023
Q1
$4.81M Buy
48,287
+519
+1% +$51.7K 2.85% 14
2022
Q4
$4.63M Buy
+47,768
New +$4.63M 2.81% 15