Integral Investment Advisors’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
2022
Q2
Sell
-33,690
Closed -$3.61M 80
2022
Q1
$3.61M Buy
33,690
+5,323
+19% +$570K 2.26% 13
2021
Q4
$3.24M Buy
+28,367
New +$3.24M 2.33% 12