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Cypress Point Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cypress Point Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-220
Closed -$25K – 34
2021
Q3 		$25K Hold
220
– – 0.02% 81
2021
Q2 		$25K Hold
220
– – 0.02% 87
2021
Q1 		$25K Buy
220
+38
+21% +$4.32K 0.03% 54
2020
Q4 		$22K Buy
+182
New +$22K 0.03% 125