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Forte Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-24,801
Closed -$2.39M 61
2022
Q3
$2.39M Buy
24,801
+6,884
+38% +$663K 1.58% 21
2022
Q2
$1.82M Buy
+17,917
New +$1.82M 1.26% 22