Hassell Wealth Management’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
-4,331
Closed -$426K 27
2024
Q3
$426K Sell
4,331
-7
-0.2% -$689 0.18% 24
2024
Q2
$428K Buy
4,338
+9
+0.2% +$887 0.19% 24
2024
Q1
$414K Buy
+4,329
New +$414K 0.26% 20