Ground Swell Capital’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
Q3
Sell
-10,765
Closed -$1.05M 77
2023
Q2
$1.05M Buy
10,765
+4,660
+76% +$456K 2.54% 5
2023
Q1
$608K Buy
+6,105
New +$608K 1.02% 5