Coulter & Justus Financial 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
2024
Q1
$301K Buy
+3,074
New +$301K 0.07% 78
2022
Q2
Sell
-793,634
Closed -$85M 48
2022
Q1
$85M Buy
+793,634
New +$85M 29.86% 2