Financial Life Advisors’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
Q3
Sell
-10,848
Closed -$1.06M 57
2023
Q2
$1.06M Sell
10,848
-603
-5% -$59.1K 0.44% 30
2023
Q1
$1.14M Hold
11,451
0.49% 39
2022
Q4
$1.11M Buy
+11,451
New +$1.11M 0.51% 41