Financial Management Concepts’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
Q4
Sell
-112,515
Closed -$12.9M 30
2021
Q3
$12.9M Buy
112,515
+4,300
+4% +$494K 10.3% 4
2021
Q2
$12.6M Buy
108,215
+75,910
+235% +$8.84M 10.24% 4
2021
Q1
$3.68M Buy
+32,305
New +$3.68M 3.31% 9