Financial Planners of Cleveland’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
Q2
Sell
-279,962
Closed -$30M 3
2022
Q1
$30M Sell
279,962
-72,669
-21% -$7.78M 12.6% 2
2021
Q4
$39.8M Buy
+352,631
New +$39.8M 16.18% 2