Imprint Wealth’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
Q1
$692K Sell
7,136
-1,113
-13% -$108K 0.17% 122
2023
Q4
$819K Sell
8,249
-10
-0.1% -$992 0.66% 45
2023
Q3
$777K Sell
8,259
-1,712
-17% -$161K 0.66% 45
2023
Q2
$977K Sell
9,971
-917
-8% -$89.8K 0.62% 44
2023
Q1
$1.08M Buy
+10,888
New +$1.08M 0.71% 38