Highland Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Highland Financial Advisors’s Portfolio AGG Stock Details AGG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$813K	Buy
2023 Q4	$740K	Buy
2023 Q3	$586K	Sell
2023 Q2	$628K	Sell
2023 Q1	$920K	Sell
2022 Q4	$1.14M	Buy
2022 Q3	$1.02M	Buy
2022 Q2	$1.03M	Buy