Henrickson Nauta Wealth Advisors’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
2024
Q3
Sell
2024
Q2
$290K Sell
2024
Q1
$319K Sell
2023
Q4
$1.35M Buy
2022
Q1
Sell
2021
Q4
$13K Buy