Cottonwood Capital 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
2022
Q3
Sell
-2,163
Closed -$220K 89
2022
Q2
$220K Sell
2,163
-271
-11% -$27.6K 0.2% 83
2022
Q1
$261K Sell
2,434
-233
-9% -$25K 0.21% 78
2021
Q4
$304K Buy
+2,667
New +$304K 0.24% 78