Grand Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$104K Sell
2023
Q2
$297K Hold
2023
Q1
$302K Sell
2022
Q4
$896K Sell
2022
Q3
$2.84M Buy
2022
Q2
$1.41M Sell
2022
Q1
$1.53M Buy
2021
Q4
$1.24M Buy