Financial Alternatives’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
2023
Q4
Sell
-3,111
Closed -$293K 81
2023
Q3
$293K Buy
3,111
+136
+5% +$12.8K 0.27% 58
2023
Q2
$291K Sell
2,975
-304
-9% -$29.8K 0.26% 59
2023
Q1
$327K Buy
3,279
+304
+10% +$30.3K 0.31% 52
2022
Q4
$289K Buy
+2,975
New +$289K 0.29% 60