Cyrus J. Lawrence’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
Q4
Sell
-2,450
Closed -$236K 209
2022
Q3
$236K Buy
2,450
+1,000
+69% +$96.3K 0.05% 65
2022
Q2
$147K Buy
1,450
+300
+26% +$30.4K 0.04% 87
2022
Q1
$123K Buy
+1,150
New +$123K 0.03% 100