FinDec Wealth Services’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
-3,090
Closed -$291K 44
2023
Q3
$291K Sell
3,090
-25
-0.8% -$2.35K 0.21% 38
2023
Q2
$305K Sell
3,115
-1,386
-31% -$136K 0.21% 39
2023
Q1
$448K Buy
4,501
+22
+0.5% +$2.19K 0.34% 35
2022
Q4
$434K Buy
+4,479
New +$434K 0.36% 32