Daniels + Tansey’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
2021
Q1
Sell
-28,578
Closed -$3.36M 30
2020
Q4
$3.36M Buy
28,578
+22,016
+336% +$2.59M 1.4% 14
2020
Q3
$774K Buy
+6,562
New +$774K 0.39% 24