Gerber LLC’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
2024
Q4
Sell
-6,750
Closed -$684K 96
2024
Q3
$684K Hold
6,750
0.5% 33
2024
Q2
$655K Hold
6,750
0.52% 33
2024
Q1
$661K Buy
6,750
+2,131
+46% +$209K 0.56% 32
2023
Q4
$458K Buy
+4,619
New +$458K 0.41% 41